+74.5%
UBER vs VNQ
+44.2%
+30.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +2.9% | +2.8% |
| 7D | -4.5% | -2.6% | -1.8% | -2.4% |
| 30D | -7.6% | -2.3% | -5.3% | -5.8% |
| 3M | +5.8% | -2.8% | +8.6% | +8.1% |
| 6M | +0.3% | +2.5% | -2.2% | -2.2% |
| YTD | -11.2% | +8.4% | -19.6% | -17.5% |
| 1Y | -23.0% | +6.8% | -29.7% | -27.7% |
| 3Y | +53.6% | +29.9% | +23.7% | +19.6% |
| 5Y | +81.9% | +7.2% | +74.7% | +69.3% |
| All | +74.5% | +44.2% | +30.3% | +21.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling