+78.9%
UBER vs VNQ
+7.0%
+71.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.8% |
| 7D | -5.4% | -1.3% | -4.1% | -4.4% |
| 30D | -4.9% | -2.6% | -2.3% | -2.8% |
| 3M | +3.0% | -2.0% | +5.1% | +4.6% |
| 6M | -4.4% | +4.3% | -8.7% | -8.1% |
| YTD | -12.3% | +9.2% | -21.5% | -19.1% |
| 1Y | -24.3% | +5.6% | -29.9% | -28.3% |
| 3Y | +46.4% | +30.8% | +15.6% | +11.5% |
| All | +78.9% | +7.0% | +71.8% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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