+67.6%
UBER vs VMC
+132.1%
-64.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.2% |
| 7D | +1.6% | -1.3% | +2.9% | +2.4% |
| 30D | +0.6% | +15.5% | -14.9% | -7.8% |
| 3M | -8.2% | +0.6% | -8.7% | -8.8% |
| 6M | -6.7% | +2.1% | -8.8% | -8.7% |
| YTD | -14.7% | -1.6% | -13.1% | -16.2% |
| 1Y | -24.1% | -1.2% | -22.9% | -25.7% |
| 3Y | +33.4% | +35.3% | -1.9% | +2.4% |
| 5Y | +54.5% | +43.6% | +10.9% | +12.6% |
| All | +67.6% | +132.1% | -64.5% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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