+45.2%
UBER vs VMC
+17.4%
+27.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.3% | +0.5% | -1.6% |
| 7D | -7.0% | -5.3% | -1.7% | -5.1% |
| 30D | -8.9% | -12.3% | +3.4% | -4.3% |
| 3M | +1.0% | -10.3% | +11.3% | +5.1% |
| 6M | -3.7% | -8.6% | +4.8% | -0.8% |
| YTD | -13.0% | -11.9% | -1.1% | -10.3% |
| 1Y | -25.5% | -13.9% | -11.6% | -22.6% |
| All | +45.2% | +17.4% | +27.8% | +17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling