+72.4%
UBER vs VCLT
+7.2%
+65.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.3% |
| 7D | -5.4% | -1.4% | -4.0% | -4.5% |
| 30D | -4.9% | -1.2% | -3.7% | -4.1% |
| 3M | +3.0% | -4.8% | +7.8% | +6.8% |
| 6M | -4.4% | -2.6% | -1.8% | -2.5% |
| YTD | -12.3% | -3.3% | -8.9% | -10.1% |
| 1Y | -24.3% | -4.8% | -19.5% | -21.6% |
| 3Y | +46.4% | +11.5% | +34.9% | +32.7% |
| 5Y | +79.7% | -17.0% | +96.6% | +103.4% |
| All | +72.4% | +7.2% | +65.2% | +108.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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