+46.4%
UBER vs VYM
+65.1%
-18.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.9% |
| 7D | -5.4% | -0.8% | -4.6% | -4.6% |
| 30D | -4.9% | -2.2% | -2.6% | -2.6% |
| 3M | +3.0% | +3.1% | 0.0% | -0.2% |
| 6M | -4.4% | +9.7% | -14.1% | -13.4% |
| YTD | -12.3% | +14.9% | -27.2% | -24.8% |
| 1Y | -24.3% | +17.6% | -41.9% | -36.8% |
| 3Y | +46.4% | +65.3% | -18.9% | -21.2% |
| All | +46.4% | +65.1% | -18.6% | -21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling