+74.5%
UBER vs VYM
+135.7%
-61.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.7% |
| 7D | -4.5% | -1.9% | -2.6% | -2.5% |
| 30D | -7.6% | -2.6% | -5.0% | -5.0% |
| 3M | +5.8% | +3.6% | +2.2% | +1.8% |
| 6M | +0.3% | +8.7% | -8.4% | -8.5% |
| YTD | -11.2% | +14.1% | -25.3% | -23.4% |
| 1Y | -23.0% | +17.8% | -40.8% | -35.9% |
| 3Y | +53.6% | +64.5% | -10.9% | -11.4% |
| 5Y | +81.9% | +77.5% | +4.4% | -1.2% |
| All | +74.5% | +135.7% | -61.1% | -26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling