+68.5%
UBER vs VO
+125.4%
-56.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.5% |
| 7D | +5.2% | -0.2% | +5.4% | +5.4% |
| 30D | -2.0% | +0.5% | -2.5% | -2.7% |
| 3M | -10.2% | -1.1% | -9.1% | -9.1% |
| 6M | -7.2% | +6.4% | -13.5% | -14.7% |
| YTD | -14.3% | +13.5% | -27.8% | -28.0% |
| 1Y | -25.6% | +13.6% | -39.1% | -37.5% |
| 3Y | +35.8% | +65.2% | -29.4% | -31.0% |
| 5Y | +61.5% | +37.7% | +23.8% | +8.5% |
| All | +68.5% | +125.4% | -56.8% | -37.2% |
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