+71.0%
UBER vs VGT
+400.1%
-329.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.7% |
| 7D | -7.0% | +1.5% | -8.5% | -8.2% |
| 30D | -8.9% | +0.5% | -9.4% | -9.7% |
| 3M | +1.0% | +5.3% | -4.3% | -5.3% |
| 6M | -3.7% | +32.4% | -36.2% | -28.0% |
| YTD | -13.0% | +28.6% | -41.6% | -33.5% |
| 1Y | -25.5% | +37.6% | -63.2% | -46.8% |
| 3Y | +50.5% | +125.5% | -75.0% | -36.2% |
| 5Y | +76.2% | +135.2% | -59.0% | -27.7% |
| All | +71.0% | +400.1% | -329.1% | -67.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling