+82.2%
UBER vs VUG
+249.0%
-166.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.3% |
| 7D | -3.9% | -0.1% | -3.8% | -3.8% |
| 30D | +11.1% | -0.3% | +11.4% | +11.4% |
| 3M | +4.9% | -0.7% | +5.6% | +4.9% |
| 6M | -1.2% | +14.6% | -15.8% | -16.1% |
| YTD | -7.3% | +9.0% | -16.3% | -16.9% |
| 1Y | -17.6% | +14.9% | -32.5% | -30.4% |
| 3Y | +61.1% | +86.0% | -25.0% | -23.8% |
| 5Y | +87.9% | +76.7% | +11.2% | -3.5% |
| All | +82.2% | +249.0% | -166.7% | -58.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling