+82.2%
UBER vs VO
+126.6%
-44.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | 0.0% |
| 7D | -3.9% | -0.3% | -3.6% | -3.5% |
| 30D | +11.1% | -0.3% | +11.5% | +11.5% |
| 3M | +4.9% | +2.9% | +2.0% | +0.9% |
| 6M | -1.2% | +9.3% | -10.5% | -12.3% |
| YTD | -7.3% | +14.2% | -21.5% | -22.6% |
| 1Y | -17.6% | +15.3% | -32.9% | -32.1% |
| 3Y | +61.1% | +56.2% | +4.8% | -11.5% |
| 5Y | +87.9% | +42.4% | +45.5% | +21.1% |
| All | +82.2% | +126.6% | -44.4% | -32.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling