+72.4%
UBER vs VIG
+146.9%
-74.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -2.1% |
| 7D | -5.4% | -1.1% | -4.3% | -4.1% |
| 30D | -4.9% | -2.7% | -2.2% | -1.6% |
| 3M | +3.0% | +2.5% | +0.5% | -0.1% |
| 6M | -4.4% | +9.2% | -13.6% | -14.3% |
| YTD | -12.3% | +9.8% | -22.1% | -22.1% |
| 1Y | -24.3% | +12.4% | -36.7% | -34.7% |
| 3Y | +46.4% | +55.9% | -9.4% | -15.6% |
| 5Y | +79.7% | +63.9% | +15.7% | -0.2% |
| All | +72.4% | +146.9% | -74.5% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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