-24.1%
UBER vs VFC
+37.3%
-61.4%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.2% |
| 7D | +1.6% | +1.6% | 0.0% | +1.3% |
| 30D | +0.6% | +25.5% | -24.9% | -3.5% |
| 3M | -8.2% | +41.3% | -49.4% | -13.8% |
| 6M | -6.7% | +22.2% | -28.9% | -10.9% |
| YTD | -14.7% | +16.4% | -31.1% | -17.5% |
| 1Y | -24.1% | +38.4% | -62.5% | -25.7% |
| All | -24.1% | +37.3% | -61.4% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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