-26.2%
UBER vs VGT
+18.8%
-45.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.9% |
| 7D | +7.0% | -6.5% | +13.6% | +8.5% |
| 30D | +0.6% | -10.6% | +11.1% | +3.1% |
| 3M | -2.9% | -3.7% | +0.8% | -2.4% |
| 6M | -5.5% | +10.4% | -15.9% | -11.8% |
| YTD | -14.5% | +23.1% | -37.5% | -25.1% |
| 1Y | -26.2% | +19.9% | -46.1% | -34.2% |
| All | -26.2% | +18.8% | -45.0% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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