-26.2%
UBER vs VTR
+22.5%
-48.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.5% | +2.4% | +4.8% |
| 7D | +7.0% | +10.0% | -3.0% | +6.9% |
| 30D | +0.6% | +9.6% | -9.1% | +0.5% |
| 3M | -2.9% | -1.2% | -1.7% | -3.2% |
| 6M | -5.5% | +2.8% | -8.3% | -5.8% |
| YTD | -14.5% | +17.4% | -31.9% | -18.7% |
| 1Y | -26.2% | +22.0% | -48.2% | -29.1% |
| All | -26.2% | +22.5% | -48.7% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling