+67.6%
UBER vs VUG
+232.7%
-165.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.8% |
| 7D | +1.6% | +2.5% | -0.9% | -1.1% |
| 30D | +0.6% | -6.3% | +6.9% | +7.3% |
| 3M | -8.2% | -6.0% | -2.1% | -2.5% |
| 6M | -6.7% | -3.5% | -3.2% | -4.5% |
| YTD | -14.7% | +3.9% | -18.6% | -20.1% |
| 1Y | -24.1% | +5.1% | -29.2% | -29.8% |
| 3Y | +33.4% | +77.9% | -44.5% | -34.5% |
| 5Y | +54.5% | +62.4% | -8.0% | -13.6% |
| All | +67.6% | +232.7% | -165.0% | -60.0% |
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