-24.1%
UBER vs VRT
+19.0%
-43.1%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.6% | +4.4% | +0.8% |
| 7D | +1.6% | +10.5% | -8.9% | +1.8% |
| 30D | +0.6% | -9.3% | +9.9% | +0.3% |
| 3M | -8.2% | -29.6% | +21.4% | -8.5% |
| 6M | -6.7% | -45.4% | +38.7% | -6.3% |
| YTD | -14.7% | +24.8% | -39.5% | -18.9% |
| 1Y | -24.1% | +23.6% | -47.7% | -27.9% |
| All | -24.1% | +19.0% | -43.1% | -27.9% |
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