+66.3%
UBER vs VST
+530.8%
-464.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.4% |
| 7D | +0.5% | +19.2% | -18.7% | -4.1% |
| 30D | -3.1% | -17.2% | +14.1% | +0.8% |
| 3M | -8.3% | -8.1% | -0.1% | -7.8% |
| 6M | -9.5% | -8.1% | -1.3% | -10.2% |
| YTD | -15.4% | -16.3% | +0.8% | -15.4% |
| 1Y | -26.1% | -24.1% | -2.0% | -24.1% |
| 3Y | +34.0% | +300.2% | -266.2% | -42.3% |
| 5Y | +53.2% | +645.9% | -592.7% | -52.6% |
| All | +66.3% | +530.8% | -464.5% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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