+76.2%
UBER vs VOO
+81.6%
-5.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.2% |
| 7D | -7.0% | -0.4% | -6.7% | -6.6% |
| 30D | -8.9% | -1.4% | -7.5% | -7.2% |
| 3M | +1.0% | +3.7% | -2.7% | -4.2% |
| 6M | -3.7% | +13.0% | -16.8% | -19.1% |
| YTD | -13.0% | +12.4% | -25.4% | -26.5% |
| 1Y | -25.5% | +18.6% | -44.1% | -41.6% |
| 3Y | +50.5% | +78.1% | -27.6% | -35.9% |
| 5Y | +76.2% | +82.3% | -6.1% | -21.4% |
| All | +76.2% | +81.6% | -5.4% | -21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling