+1,182.4%
URI price history and return analytics
+217.6%
+964.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.3% |
| 7D | -6.0% | -0.1% | -5.8% | -5.7% |
| 30D | +4.6% | -3.1% | +7.7% | +10.0% |
| 3M | -2.7% | -3.5% | +0.8% | +3.0% |
| 6M | +18.4% | +0.5% | +17.9% | +16.9% |
| YTD | +37.4% | +10.8% | +26.6% | +15.2% |
| 1Y | +30.4% | +11.9% | +18.5% | +7.7% |
| 3Y | +147.9% | +73.0% | +74.9% | +2.0% |
| 5Y | +202.1% | +58.6% | +143.5% | +47.2% |
| 10Y | +1,182.4% | +219.2% | +963.3% | +132.7% |
| All | +1,182.4% | +217.6% | +964.8% | +132.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling