+72.4%
UBER vs VTR
+93.1%
-20.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -5.4% | -0.3% | -5.1% | -5.3% |
| 30D | -4.9% | +1.1% | -6.0% | -5.3% |
| 3M | +3.0% | +7.9% | -4.9% | -0.9% |
| 6M | -4.4% | +6.2% | -10.6% | -8.0% |
| YTD | -12.3% | +17.7% | -30.0% | -19.6% |
| 1Y | -24.3% | +32.9% | -57.2% | -34.5% |
| 3Y | +46.4% | +129.7% | -83.2% | -4.1% |
| 5Y | +79.7% | +89.3% | -9.6% | +26.8% |
| All | +72.4% | +93.1% | -20.6% | -5.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling