+65.5%
UBER vs VT
+139.8%
-74.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +4.1% |
| 7D | +4.6% | -4.2% | +8.8% | +10.8% |
| 30D | -0.4% | -5.8% | +5.4% | +7.9% |
| 3M | +0.9% | -5.2% | +6.1% | +8.3% |
| 6M | -5.7% | +0.1% | -5.8% | -6.9% |
| YTD | -15.8% | +8.2% | -24.1% | -26.1% |
| 1Y | -25.8% | +10.1% | -36.0% | -36.5% |
| 3Y | +44.0% | +69.7% | -25.6% | -34.2% |
| 5Y | +45.8% | +53.4% | -7.6% | -19.7% |
| All | +65.5% | +139.8% | -74.4% | -48.8% |
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