-24.4%
UBER vs VLTO
+20.2%
-44.6%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +2.9% | +3.4% |
| 7D | +6.7% | +2.0% | +4.6% | +5.8% |
| 30D | -0.5% | +21.8% | -22.3% | -8.8% |
| 3M | -5.1% | +20.2% | -25.3% | -12.6% |
| 6M | -5.7% | +36.3% | -42.0% | -17.5% |
| YTD | -12.9% | +18.8% | -31.7% | -19.9% |
| All | -24.4% | +20.2% | -44.6% | -30.5% |
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