+82.2%
UBER vs VXUS
+113.1%
-30.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.9% |
| 7D | -3.9% | +1.0% | -4.9% | -5.1% |
| 30D | +11.1% | +2.2% | +8.9% | +8.0% |
| 3M | +4.9% | +3.0% | +2.0% | 0.0% |
| 6M | -1.2% | +10.7% | -11.8% | -15.2% |
| YTD | -7.3% | +17.8% | -25.1% | -27.8% |
| 1Y | -17.6% | +27.6% | -45.2% | -42.6% |
| 3Y | +61.1% | +73.3% | -12.2% | -28.0% |
| 5Y | +87.9% | +54.3% | +33.6% | +2.5% |
| All | +82.2% | +113.1% | -30.8% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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