+33.4%
UBER vs VIG
+67.2%
-33.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.6% | +3.5% | -1.9% | -2.4% |
| 30D | +0.6% | +4.9% | -4.4% | -5.0% |
| 3M | -8.2% | +2.5% | -10.7% | -10.8% |
| 6M | -6.7% | +11.0% | -17.7% | -17.7% |
| YTD | -14.7% | +16.0% | -30.7% | -28.8% |
| 1Y | -24.1% | +17.5% | -41.6% | -37.7% |
| 3Y | +33.4% | +67.0% | -33.6% | -29.2% |
| All | +33.4% | +67.2% | -33.8% | -29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling