+59.8%
UBER vs VMC
+42.8%
+17.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.1% |
| 7D | +1.6% | -1.3% | +2.9% | +2.4% |
| 30D | +0.6% | +15.5% | -14.9% | -7.6% |
| 3M | -8.2% | +0.6% | -8.7% | -8.7% |
| 6M | -6.7% | +2.1% | -8.8% | -8.6% |
| YTD | -14.7% | -1.6% | -13.1% | -16.4% |
| 1Y | -24.1% | -1.2% | -22.9% | -25.9% |
| 3Y | +33.4% | +35.3% | -1.9% | -3.1% |
| All | +59.8% | +42.8% | +17.0% | +6.8% |
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