+74.5%
UBER price history and return analytics
+150.5%
-76.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +2.9% | +3.3% |
| 7D | -4.5% | -2.0% | -2.5% | -1.8% |
| 30D | -7.6% | -1.4% | -6.2% | -5.8% |
| 3M | +5.8% | +4.7% | +1.0% | -1.4% |
| 6M | +0.3% | +11.4% | -11.1% | -14.6% |
| YTD | -11.2% | +13.1% | -24.3% | -26.4% |
| 1Y | -23.0% | +19.0% | -42.0% | -40.6% |
| 3Y | +53.6% | +73.9% | -20.3% | -31.5% |
| 5Y | +81.9% | +65.4% | +16.5% | -9.1% |
| All | +74.5% | +150.5% | -76.0% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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