+67.6%
UBER vs VO
+126.2%
-58.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.6% | +3.1% | -1.5% | -2.3% |
| 30D | +0.6% | +2.2% | -1.6% | -2.3% |
| 3M | -8.2% | -2.5% | -5.7% | -5.2% |
| 6M | -6.7% | +7.0% | -13.7% | -14.9% |
| YTD | -14.7% | +14.0% | -28.7% | -28.7% |
| 1Y | -24.1% | +15.6% | -39.7% | -37.8% |
| 3Y | +33.4% | +66.2% | -32.8% | -32.8% |
| 5Y | +54.5% | +36.6% | +17.8% | +4.7% |
| All | +67.6% | +126.2% | -58.6% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling