+35.9%
URI price history and return analytics
+13.3%
+22.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.0% | +3.0% |
| 7D | +2.6% | -0.7% | +3.3% | +3.4% |
| 30D | +9.1% | -1.7% | +10.8% | +11.0% |
| 3M | +1.0% | -2.3% | +3.3% | +3.4% |
| 6M | +23.3% | +1.5% | +21.8% | +21.6% |
| YTD | +43.3% | +12.0% | +31.3% | +23.0% |
| 1Y | +35.9% | +12.9% | +23.1% | +15.3% |
| All | +35.9% | +13.3% | +22.7% | +15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling