-26.2%
UBER vs VRT
+12.3%
-38.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -12.9% | +17.8% | +4.6% |
| 7D | +7.0% | -15.4% | +22.4% | +6.7% |
| 30D | +0.6% | -19.0% | +19.5% | +0.3% |
| 3M | -2.9% | -23.8% | +20.9% | -3.2% |
| 6M | -5.5% | -37.9% | +32.4% | -5.3% |
| YTD | -14.5% | +27.0% | -41.5% | -18.5% |
| 1Y | -26.2% | +13.8% | -40.0% | -28.7% |
| All | -26.2% | +12.3% | -38.5% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling