+81.9%
UBER vs VEA
+57.9%
+24.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +3.5% |
| 7D | -4.5% | -2.1% | -2.4% | -2.2% |
| 30D | -7.6% | -1.1% | -6.6% | -6.6% |
| 3M | +5.8% | +5.1% | +0.7% | -1.1% |
| 6M | +0.3% | +9.8% | -9.5% | -12.0% |
| YTD | -11.2% | +15.9% | -27.1% | -28.2% |
| 1Y | -23.0% | +24.6% | -47.5% | -43.4% |
| 3Y | +53.6% | +75.5% | -21.9% | -31.0% |
| 5Y | +81.9% | +59.4% | +22.5% | +5.4% |
| All | +81.9% | +57.9% | +24.0% | +5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling