+82.2%
UBER vs VT
+155.6%
-73.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | -3.9% | +0.4% | -4.3% | -4.5% |
| 30D | +11.1% | +1.0% | +10.1% | +9.6% |
| 3M | +4.9% | +2.4% | +2.5% | +1.0% |
| 6M | -1.2% | +12.0% | -13.2% | -16.5% |
| YTD | -7.3% | +15.3% | -22.6% | -25.2% |
| 1Y | -17.6% | +22.6% | -40.2% | -39.1% |
| 3Y | +61.1% | +74.7% | -13.6% | -28.5% |
| 5Y | +87.9% | +66.1% | +21.8% | -6.8% |
| All | +82.2% | +155.6% | -73.3% | -48.2% |
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