+75.9%
UBER vs VCLT
+8.7%
+67.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.4% | -3.4% |
| 7D | -2.8% | +0.3% | -3.1% | -3.0% |
| 30D | -2.5% | -0.6% | -2.0% | -2.1% |
| 3M | +4.4% | -2.2% | +6.6% | +6.2% |
| 6M | -2.7% | -2.9% | +0.2% | -0.5% |
| YTD | -10.5% | -2.1% | -8.4% | -9.1% |
| 1Y | -22.5% | -2.6% | -19.9% | -21.1% |
| 3Y | +54.8% | +12.5% | +42.3% | +39.4% |
| 5Y | +82.5% | -15.3% | +97.8% | +103.5% |
| All | +75.9% | +8.7% | +67.3% | +110.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling