+76.2%
UBER vs VO
+42.2%
+33.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -1.7% |
| 7D | -7.0% | -0.6% | -6.4% | -6.2% |
| 30D | -8.9% | -1.9% | -7.0% | -6.5% |
| 3M | +1.0% | +3.3% | -2.3% | -3.4% |
| 6M | -3.7% | +9.7% | -13.4% | -15.5% |
| YTD | -13.0% | +12.6% | -25.6% | -26.7% |
| 1Y | -25.5% | +13.6% | -39.2% | -38.2% |
| 3Y | +50.5% | +56.8% | -6.3% | -22.8% |
| 5Y | +76.2% | +42.3% | +33.9% | +13.1% |
| All | +76.2% | +42.2% | +33.9% | +13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling