+72.4%
UBER vs VOO
+199.1%
-126.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -2.3% |
| 7D | -5.4% | -0.8% | -4.6% | -4.5% |
| 30D | -4.9% | -1.1% | -3.8% | -3.6% |
| 3M | +3.0% | +3.9% | -0.8% | -2.1% |
| 6M | -4.4% | +13.6% | -18.0% | -19.1% |
| YTD | -12.3% | +12.7% | -25.0% | -25.2% |
| 1Y | -24.3% | +17.6% | -41.9% | -38.8% |
| 3Y | +46.4% | +77.3% | -30.9% | -30.3% |
| 5Y | +79.7% | +84.1% | -4.5% | -15.7% |
| All | +72.4% | +199.1% | -126.7% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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