+45.2%
UBER vs VUG
+85.5%
-40.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.4% |
| 7D | -7.0% | +0.1% | -7.1% | -7.1% |
| 30D | -8.9% | -1.7% | -7.2% | -7.6% |
| 3M | +1.0% | +2.8% | -1.8% | -2.0% |
| 6M | -3.7% | +13.6% | -17.3% | -15.2% |
| YTD | -13.0% | +8.1% | -21.1% | -19.7% |
| 1Y | -25.5% | +13.1% | -38.6% | -34.2% |
| All | +45.2% | +85.5% | -40.3% | -34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling