+76.2%
UBER vs VSH
+67.3%
+8.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -3.0% |
| 7D | -7.0% | +3.5% | -10.6% | -7.9% |
| 30D | -8.9% | -4.4% | -4.5% | -8.2% |
| 3M | +1.0% | -45.8% | +46.8% | +16.7% |
| 6M | -3.7% | +90.1% | -93.9% | -31.4% |
| YTD | -13.0% | +120.3% | -133.3% | -42.2% |
| 1Y | -25.5% | +112.2% | -137.8% | -50.3% |
| 3Y | +50.5% | +36.6% | +13.9% | +17.7% |
| 5Y | +76.2% | +67.0% | +9.1% | +11.9% |
| All | +76.2% | +67.3% | +8.9% | +11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling