+75.9%
UBER vs VRT
+2,798.8%
-2,722.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.7% | -7.1% | -4.6% |
| 7D | -2.8% | +13.6% | -16.4% | -6.8% |
| 30D | -2.5% | +6.8% | -9.3% | -5.1% |
| 3M | +4.4% | -3.2% | +7.6% | +1.8% |
| 6M | -2.7% | +20.3% | -23.0% | -13.5% |
| YTD | -10.5% | +79.6% | -90.1% | -33.0% |
| 1Y | -22.5% | +139.0% | -161.5% | -48.8% |
| 3Y | +54.8% | +644.6% | -589.8% | -49.1% |
| 5Y | +82.5% | +1,024.4% | -941.9% | -57.1% |
| All | +75.9% | +2,798.8% | -2,722.9% | -84.6% |
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