+5,276.8%
URI price history and return analytics
+374.2%
+4,902.6%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | +0.4% | -2.4% | -2.6% |
| 30D | -12.9% | +1.0% | -13.9% | -14.2% |
| 3M | -6.7% | +2.4% | -9.1% | -10.3% |
| 6M | +19.0% | +12.0% | +7.0% | -1.0% |
| YTD | +25.5% | +15.3% | +10.2% | -0.4% |
| 1Y | +5.5% | +22.6% | -17.0% | -23.9% |
| 3Y | +111.3% | +74.7% | +36.6% | -10.2% |
| 5Y | +198.6% | +66.1% | +132.4% | +40.3% |
| 10Y | +1,179.9% | +225.0% | +954.9% | +137.1% |
| All | +5,276.8% | +374.2% | +4,902.6% | +400.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling