+72.4%
UBER vs VTV
+148.4%
-75.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -2.0% | -2.0% |
| 7D | -5.4% | -1.1% | -4.3% | -4.2% |
| 30D | -4.9% | -1.0% | -3.9% | -3.8% |
| 3M | +3.0% | +4.6% | -1.6% | -2.2% |
| 6M | -4.4% | +13.5% | -17.9% | -17.3% |
| YTD | -12.3% | +18.5% | -30.8% | -27.9% |
| 1Y | -24.3% | +22.9% | -47.2% | -40.4% |
| 3Y | +46.4% | +67.8% | -21.4% | -19.1% |
| 5Y | +79.7% | +81.8% | -2.2% | -7.1% |
| All | +72.4% | +148.4% | -75.9% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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