+63.7%
UBER vs VRT
+637.8%
-574.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.6% | -0.9% |
| 7D | -3.9% | +9.1% | -13.0% | -5.1% |
| 30D | +11.1% | +0.9% | +10.2% | +10.7% |
| 3M | +4.9% | -13.4% | +18.3% | +5.8% |
| 6M | -1.2% | +11.7% | -12.9% | -5.3% |
| YTD | -7.3% | +73.2% | -80.5% | -19.3% |
| 1Y | -17.6% | +123.4% | -141.1% | -32.5% |
| All | +63.7% | +637.8% | -574.1% | -26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling