+75.9%
UBER vs VIG
+147.6%
-71.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -2.5% |
| 7D | -2.8% | -0.4% | -2.4% | -2.3% |
| 30D | -2.5% | -2.1% | -0.4% | +0.1% |
| 3M | +4.4% | +3.3% | +1.0% | +0.3% |
| 6M | -2.7% | +9.3% | -11.9% | -12.8% |
| YTD | -10.5% | +10.1% | -20.6% | -20.8% |
| 1Y | -22.5% | +14.7% | -37.2% | -34.8% |
| 3Y | +54.8% | +56.9% | -2.1% | -11.4% |
| 5Y | +82.5% | +62.9% | +19.6% | +2.1% |
| All | +75.9% | +147.6% | -71.7% | -40.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling