+71.2%
UBER vs VT
+146.6%
-75.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +0.2% |
| 7D | +6.7% | +0.4% | +6.3% | +6.0% |
| 30D | -0.5% | -2.6% | +2.1% | +3.0% |
| 3M | -5.1% | -3.2% | -1.9% | -1.1% |
| 6M | -5.7% | +0.9% | -6.6% | -8.0% |
| YTD | -12.9% | +11.3% | -24.2% | -26.4% |
| 1Y | -22.6% | +14.0% | -36.6% | -36.9% |
| 3Y | +42.2% | +75.8% | -33.6% | -38.2% |
| 5Y | +56.4% | +57.8% | -1.4% | -17.1% |
| All | +71.2% | +146.6% | -75.4% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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