+82.2%
UBER vs VST
+599.0%
-516.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -1.2% |
| 7D | -3.9% | +8.9% | -12.8% | -6.2% |
| 30D | +11.1% | +6.2% | +4.9% | +9.2% |
| 3M | +4.9% | -2.7% | +7.6% | +4.8% |
| 6M | -1.2% | -8.4% | +7.2% | -0.8% |
| YTD | -7.3% | -7.2% | -0.1% | -8.3% |
| 1Y | -17.6% | -20.9% | +3.3% | -15.4% |
| 3Y | +61.1% | +384.0% | -322.9% | -34.4% |
| 5Y | +87.9% | +757.1% | -669.2% | -43.9% |
| All | +82.2% | +599.0% | -516.7% | -49.2% |
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