-26.2%
UBER vs VEU
+17.0%
-43.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.0% | +2.9% | +4.1% |
| 7D | +7.0% | +0.2% | +6.8% | +6.9% |
| 30D | +0.6% | -2.1% | +2.7% | +1.4% |
| 3M | -2.9% | -2.7% | -0.2% | -2.0% |
| 6M | -5.5% | +3.2% | -8.7% | -7.3% |
| YTD | -14.5% | +12.6% | -27.1% | -22.9% |
| 1Y | -26.2% | +17.1% | -43.3% | -37.0% |
| All | -26.2% | +17.0% | -43.2% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling