+52.6%
UBER vs VLTO
+54.8%
-2.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.5% |
| 7D | +5.1% | +5.4% | -0.3% | +2.0% |
| 30D | +0.2% | +22.3% | -22.1% | -11.0% |
| 3M | -2.7% | +19.6% | -22.3% | -12.4% |
| 6M | -13.4% | +35.2% | -48.5% | -27.6% |
| YTD | -16.1% | +17.9% | -33.9% | -24.0% |
| 1Y | -25.5% | +19.5% | -45.1% | -33.4% |
| 3Y | +42.5% | +73.9% | -31.4% | +5.3% |
| All | +52.6% | +54.8% | -2.2% | +20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling