+58.4%
UBER vs VLTO
+56.1%
+2.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +2.9% | +3.3% |
| 7D | +6.7% | +2.0% | +4.6% | +5.5% |
| 30D | -0.5% | +21.8% | -22.3% | -11.4% |
| 3M | -5.1% | +20.2% | -25.3% | -14.9% |
| 6M | -5.7% | +36.3% | -42.0% | -21.5% |
| YTD | -12.9% | +18.8% | -31.7% | -21.5% |
| 1Y | -22.6% | +20.4% | -43.0% | -31.1% |
| 3Y | +42.2% | +71.9% | -29.7% | +5.9% |
| All | +58.4% | +56.1% | +2.2% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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