+48.3%
UBER vs VGT
+121.2%
-73.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.7% |
| 7D | -4.5% | -1.0% | -3.4% | -3.9% |
| 30D | -7.6% | -0.4% | -7.2% | -7.6% |
| 3M | +5.8% | +6.6% | -0.9% | 0.0% |
| 6M | +0.3% | +31.0% | -30.8% | -19.4% |
| YTD | -11.2% | +27.2% | -38.4% | -27.3% |
| 1Y | -23.0% | +34.5% | -57.4% | -39.7% |
| All | +48.3% | +121.2% | -73.0% | -35.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling