-25.5%
UBER vs VRT
+112.1%
-137.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -9.6% | +6.8% | -2.6% |
| 7D | -7.0% | +2.4% | -9.4% | -7.0% |
| 30D | -8.9% | -2.7% | -6.2% | -8.9% |
| 3M | +1.0% | -9.2% | +10.2% | +0.6% |
| 6M | -3.7% | -0.5% | -3.2% | -4.6% |
| YTD | -13.0% | +62.3% | -75.3% | -18.9% |
| 1Y | -25.5% | +109.6% | -135.1% | -31.5% |
| All | -25.5% | +112.1% | -137.6% | -31.5% |
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