+72.4%
UBER vs VYM
+137.3%
-64.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -2.0% |
| 7D | -5.4% | -0.8% | -4.6% | -4.6% |
| 30D | -4.9% | -2.2% | -2.6% | -2.5% |
| 3M | +3.0% | +3.1% | 0.0% | -0.3% |
| 6M | -4.4% | +9.7% | -14.1% | -13.7% |
| YTD | -12.3% | +14.9% | -27.2% | -24.9% |
| 1Y | -24.3% | +17.6% | -41.9% | -36.9% |
| 3Y | +46.4% | +65.3% | -18.9% | -16.0% |
| 5Y | +79.7% | +78.7% | +0.9% | -3.1% |
| All | +72.4% | +137.3% | -64.9% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 10y: compounded portfolio wealth divided by compounded VYM 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…
10y analysis · Full analysis span regression · 6 months rolling