+72.4%
UBER vs VGT
+400.8%
-328.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -2.3% |
| 7D | -5.4% | -0.2% | -5.2% | -5.3% |
| 30D | -4.9% | -0.4% | -4.5% | -4.9% |
| 3M | +3.0% | +4.4% | -1.4% | -2.7% |
| 6M | -4.4% | +32.1% | -36.5% | -28.4% |
| YTD | -12.3% | +28.8% | -41.1% | -33.1% |
| 1Y | -24.3% | +35.3% | -59.6% | -45.1% |
| 3Y | +46.4% | +124.8% | -78.3% | -37.7% |
| 5Y | +79.7% | +137.9% | -58.3% | -27.1% |
| All | +72.4% | +400.8% | -328.4% | -67.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling