+1,213.1%
URI price history and return analytics
+224.4%
+988.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.0% | +2.3% |
| 7D | +2.6% | -0.7% | +3.3% | +4.1% |
| 30D | +9.1% | -1.7% | +10.8% | +12.3% |
| 3M | +1.0% | -2.3% | +3.3% | +4.9% |
| 6M | +23.3% | +1.5% | +21.8% | +19.9% |
| YTD | +43.3% | +12.0% | +31.3% | +18.1% |
| 1Y | +35.9% | +12.9% | +23.1% | +10.9% |
| 3Y | +158.6% | +74.9% | +83.7% | +4.5% |
| 5Y | +213.1% | +59.9% | +153.2% | +50.7% |
| 10Y | +1,213.1% | +224.6% | +988.4% | +127.0% |
| All | +1,213.1% | +224.4% | +988.7% | +127.0% |
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