+48.3%
UBER vs VEA
+73.9%
-25.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +3.1% |
| 7D | -4.5% | -2.1% | -2.4% | -2.8% |
| 30D | -7.6% | -1.1% | -6.6% | -6.8% |
| 3M | +5.8% | +5.1% | +0.7% | +0.7% |
| 6M | +0.3% | +9.8% | -9.5% | -9.0% |
| YTD | -11.2% | +15.9% | -27.1% | -24.7% |
| 1Y | -23.0% | +24.6% | -47.5% | -39.7% |
| All | +48.3% | +73.9% | -25.6% | -26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 3y: compounded portfolio wealth divided by compounded VEA 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…
3y analysis · Full analysis span regression · 6 months rolling