+71.2%
UBER vs VRT
+1,898.7%
-1,827.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +9.6% | -5.9% | +0.9% |
| 7D | +6.7% | -10.6% | +17.3% | +9.2% |
| 30D | -0.5% | -17.4% | +17.0% | +3.4% |
| 3M | -5.1% | -26.4% | +21.3% | +1.0% |
| 6M | -5.7% | -41.0% | +35.3% | +4.3% |
| YTD | -12.9% | +23.8% | -36.7% | -28.7% |
| 1Y | -22.6% | +11.6% | -34.2% | -34.7% |
| 3Y | +42.2% | +403.5% | -361.3% | -48.3% |
| 5Y | +56.4% | +647.0% | -590.7% | -58.6% |
| All | +71.2% | +1,898.7% | -1,827.5% | -83.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling