+67.6%
UBER vs VSH
+75.0%
-7.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +2.2% |
| 7D | +1.6% | +14.3% | -12.7% | -3.3% |
| 30D | +0.6% | -7.9% | +8.4% | +1.3% |
| 3M | -8.2% | -19.9% | +11.7% | -4.5% |
| 6M | -6.7% | -30.5% | +23.8% | -5.5% |
| YTD | -14.7% | +85.7% | -100.4% | -47.2% |
| 1Y | -24.1% | +98.9% | -123.0% | -54.7% |
| 3Y | +33.4% | +32.1% | +1.3% | -11.2% |
| 5Y | +54.5% | +39.7% | +14.8% | -4.0% |
| All | +67.6% | +75.0% | -7.3% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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