+54.8%
UBER vs VFC
-25.9%
+80.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.9% | -1.6% | -3.2% |
| 7D | -2.8% | +0.8% | -3.6% | -2.9% |
| 30D | -2.5% | -11.9% | +9.4% | -0.5% |
| 3M | +4.4% | -20.2% | +24.5% | +7.7% |
| 6M | -2.7% | -23.0% | +20.3% | +0.9% |
| YTD | -10.5% | -26.2% | +15.7% | -6.8% |
| 1Y | -22.5% | -13.3% | -9.2% | -21.9% |
| 3Y | +54.8% | -25.5% | +80.3% | +45.2% |
| All | +54.8% | -25.9% | +80.7% | +45.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling