+74.5%
UBER vs VUG
+244.1%
-169.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.7% |
| 7D | -4.5% | -1.9% | -2.6% | -2.4% |
| 30D | -7.6% | -1.6% | -6.1% | -6.1% |
| 3M | +5.8% | +4.4% | +1.4% | +0.1% |
| 6M | +0.3% | +13.2% | -12.9% | -13.6% |
| YTD | -11.2% | +7.5% | -18.7% | -19.2% |
| 1Y | -23.0% | +12.5% | -35.5% | -33.4% |
| 3Y | +53.6% | +86.0% | -32.4% | -27.4% |
| 5Y | +81.9% | +76.5% | +5.4% | -6.5% |
| All | +74.5% | +244.1% | -169.5% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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