+75.9%
UBER vs VEU
+114.3%
-38.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.0% |
| 7D | -2.8% | +1.7% | -4.5% | -4.9% |
| 30D | -2.5% | +1.0% | -3.5% | -3.8% |
| 3M | +4.4% | +5.6% | -1.2% | -3.6% |
| 6M | -2.7% | +13.7% | -16.3% | -19.4% |
| YTD | -10.5% | +17.7% | -28.2% | -30.0% |
| 1Y | -22.5% | +25.8% | -48.3% | -44.7% |
| 3Y | +54.8% | +77.1% | -22.3% | -32.4% |
| 5Y | +82.5% | +57.1% | +25.4% | -2.5% |
| All | +75.9% | +114.3% | -38.4% | -39.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling