-22.5%
UBER vs VLTO
-9.1%
-13.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.1% |
| 7D | -2.8% | -1.6% | -1.2% | -2.2% |
| 30D | -2.5% | -2.9% | +0.3% | -1.4% |
| 3M | +4.4% | +12.7% | -8.3% | +0.2% |
| 6M | -2.7% | +1.6% | -4.2% | -3.8% |
| YTD | -10.5% | -4.0% | -6.5% | -10.1% |
| 1Y | -22.5% | -10.2% | -12.3% | -23.1% |
| All | -22.5% | -9.1% | -13.4% | -23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling