+78.2%
UBER vs VMC
+46.8%
+31.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.3% | +0.5% | -0.9% |
| 7D | -7.0% | -5.3% | -1.7% | -4.1% |
| 30D | -8.9% | -12.3% | +3.4% | -1.9% |
| 3M | +1.0% | -10.3% | +11.3% | +7.1% |
| 6M | -3.7% | -8.6% | +4.8% | +0.3% |
| YTD | -13.0% | -11.9% | -1.1% | -8.9% |
| 1Y | -25.5% | -13.9% | -11.6% | -21.2% |
| 3Y | +50.5% | +18.2% | +32.3% | +20.9% |
| All | +78.2% | +46.8% | +31.4% | +19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling