+32.3%
UBER vs VLTO
+69.5%
-37.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.6% |
| 7D | +0.5% | +0.8% | -0.3% | +0.1% |
| 30D | -3.1% | +18.7% | -21.8% | -12.3% |
| 3M | -8.3% | +21.7% | -30.0% | -18.2% |
| 6M | -9.5% | +35.8% | -45.3% | -24.4% |
| YTD | -15.4% | +18.3% | -33.7% | -23.5% |
| 1Y | -26.1% | +20.9% | -47.0% | -34.3% |
| All | +32.3% | +69.5% | -37.2% | +13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling