+82.2%
UBER vs VRT
+2,696.2%
-2,613.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.6% | -1.6% |
| 7D | -3.9% | +9.1% | -13.0% | -6.6% |
| 30D | +11.1% | +0.9% | +10.2% | +10.2% |
| 3M | +4.9% | -13.4% | +18.3% | +6.2% |
| 6M | -1.2% | +11.7% | -12.9% | -9.9% |
| YTD | -7.3% | +73.2% | -80.5% | -29.7% |
| 1Y | -17.6% | +123.4% | -141.1% | -44.3% |
| 3Y | +61.1% | +606.2% | -545.1% | -46.0% |
| 5Y | +87.9% | +899.9% | -812.0% | -52.8% |
| All | +82.2% | +2,696.2% | -2,613.9% | -83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling