+75.9%
UBER vs VTR
+92.8%
-16.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.0% | -3.3% |
| 7D | -2.8% | -2.4% | -0.4% | -1.8% |
| 30D | -2.5% | -3.7% | +1.2% | -1.1% |
| 3M | +4.4% | +13.5% | -9.2% | -2.0% |
| 6M | -2.7% | +7.2% | -9.9% | -6.7% |
| YTD | -10.5% | +17.6% | -28.1% | -17.9% |
| 1Y | -22.5% | +35.4% | -57.9% | -33.5% |
| 3Y | +54.8% | +132.8% | -78.0% | +0.7% |
| 5Y | +82.5% | +88.7% | -6.2% | +29.0% |
| All | +75.9% | +92.8% | -16.9% | -3.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling