+306.5%
IVV vs UAL
+94.5%
+212.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | 0.0% |
| 7D | -2.7% | +8.2% | -10.9% | -4.2% |
| 30D | -5.4% | +2.3% | -7.7% | -5.9% |
| 3M | -4.1% | -12.7% | +8.6% | -1.9% |
| 6M | +0.7% | +12.7% | -12.0% | -2.3% |
| YTD | +8.7% | +0.8% | +7.9% | +6.8% |
| 1Y | +11.0% | +17.8% | -6.8% | +5.6% |
| 3Y | +75.4% | +206.7% | -131.3% | +34.2% |
| 5Y | +68.3% | +113.9% | -45.6% | +33.3% |
| All | +306.5% | +94.5% | +212.0% | +219.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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