+76.2%
UBER price history and return analytics
+65.7%
+10.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.9% |
| 7D | -7.0% | -0.1% | -6.9% | -6.8% |
| 30D | -8.9% | -0.7% | -8.2% | -8.0% |
| 3M | +1.0% | +4.0% | -3.0% | -5.1% |
| 6M | -3.7% | +12.3% | -16.0% | -19.7% |
| YTD | -13.0% | +14.0% | -27.0% | -29.5% |
| 1Y | -25.5% | +20.3% | -45.8% | -44.5% |
| 3Y | +50.5% | +75.4% | -25.0% | -39.7% |
| 5Y | +76.2% | +66.0% | +10.2% | -13.2% |
| All | +76.2% | +65.7% | +10.5% | -13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling