+196.7%
VOO vs UBER
+70.6%
+126.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +1.1% |
| 7D | -0.8% | -5.4% | +4.6% | +0.3% |
| 30D | -1.1% | -4.9% | +3.8% | -0.2% |
| 3M | +3.9% | +3.0% | +0.8% | +2.8% |
| 6M | +13.6% | -4.4% | +18.0% | +13.8% |
| YTD | +12.7% | -12.3% | +25.0% | +14.6% |
| 1Y | +17.6% | -24.3% | +41.9% | +22.7% |
| 3Y | +77.3% | +46.4% | +30.9% | +58.7% |
| 5Y | +84.1% | +79.7% | +4.5% | +50.9% |
| All | +196.7% | +70.6% | +126.1% | +137.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 UBER 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