+78.9%
UBER vs VWO
+34.0%
+44.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -2.0% |
| 7D | -5.4% | -1.8% | -3.6% | -3.6% |
| 30D | -4.9% | -0.1% | -4.8% | -4.9% |
| 3M | +3.0% | +2.2% | +0.8% | -0.1% |
| 6M | -4.4% | +8.8% | -13.2% | -14.4% |
| YTD | -12.3% | +12.4% | -24.7% | -25.2% |
| 1Y | -24.3% | +15.6% | -39.9% | -37.8% |
| 3Y | +46.4% | +62.5% | -16.1% | -24.9% |
| All | +78.9% | +34.0% | +44.8% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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