+85.0%
UBER vs VCIT
+4.1%
+80.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.2% |
| 7D | -3.9% | -0.3% | -3.5% | -3.4% |
| 30D | +11.1% | -0.8% | +11.9% | +12.2% |
| 3M | +4.9% | -1.0% | +5.9% | +6.4% |
| 6M | -1.2% | -1.8% | +0.7% | +1.4% |
| YTD | -7.3% | -0.7% | -6.6% | -6.3% |
| 1Y | -17.6% | +1.0% | -18.6% | -18.6% |
| 3Y | +61.1% | +18.8% | +42.2% | +25.4% |
| All | +85.0% | +4.1% | +80.9% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling