+67.6%
UBER vs VXUS
+99.5%
-31.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.9% |
| 7D | +1.6% | +2.1% | -0.5% | -1.1% |
| 30D | +0.6% | -1.1% | +1.7% | +1.9% |
| 3M | -8.2% | -5.6% | -2.5% | -1.4% |
| 6M | -6.7% | -2.3% | -4.5% | -5.5% |
| YTD | -14.7% | +10.4% | -25.1% | -27.9% |
| 1Y | -24.1% | +13.1% | -37.1% | -38.0% |
| 3Y | +33.4% | +68.0% | -34.6% | -38.7% |
| 5Y | +54.5% | +45.8% | +8.6% | -9.8% |
| All | +67.6% | +99.5% | -31.9% | -37.1% |
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