+71.0%
UBER vs VTV
+148.3%
-77.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.4% |
| 7D | -7.0% | -0.7% | -6.4% | -6.3% |
| 30D | -8.9% | -0.5% | -8.4% | -8.4% |
| 3M | +1.0% | +5.3% | -4.3% | -4.7% |
| 6M | -3.7% | +12.9% | -16.6% | -16.1% |
| YTD | -13.0% | +18.5% | -31.5% | -28.5% |
| 1Y | -25.5% | +25.3% | -50.8% | -42.6% |
| 3Y | +50.5% | +68.2% | -17.7% | -17.0% |
| 5Y | +76.2% | +80.6% | -4.5% | -8.2% |
| All | +71.0% | +148.3% | -77.3% | -34.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling