+76.2%
UBER vs VUG
+75.3%
+0.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.3% |
| 7D | -7.0% | +0.1% | -7.1% | -7.1% |
| 30D | -8.9% | -1.7% | -7.2% | -7.3% |
| 3M | +1.0% | +2.8% | -1.8% | -2.7% |
| 6M | -3.7% | +13.6% | -17.3% | -17.3% |
| YTD | -13.0% | +8.1% | -21.1% | -21.2% |
| 1Y | -25.5% | +13.1% | -38.6% | -35.9% |
| 3Y | +50.5% | +87.0% | -36.5% | -31.2% |
| 5Y | +76.2% | +76.0% | +0.2% | -7.8% |
| All | +76.2% | +75.3% | +0.9% | -7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling