-23.0%
UBER vs VUG
+11.8%
-34.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.5% |
| 7D | -4.5% | -1.9% | -2.6% | -3.2% |
| 30D | -7.6% | -1.6% | -6.1% | -6.6% |
| 3M | +5.8% | +4.4% | +1.4% | +2.0% |
| 6M | +0.3% | +13.2% | -12.9% | -10.0% |
| YTD | -11.2% | +7.5% | -18.7% | -16.4% |
| 1Y | -23.0% | +12.5% | -35.5% | -34.7% |
| All | -23.0% | +11.8% | -34.8% | -34.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling