+1,445.3%
UAL vs VCIT
+96.6%
+1,348.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.8% |
| 7D | +5.0% | +0.5% | +4.6% | +4.5% |
| 30D | -1.2% | +2.1% | -3.3% | -3.5% |
| 3M | -16.8% | -1.6% | -15.2% | -15.2% |
| 6M | +18.0% | -1.6% | +19.5% | +20.6% |
| YTD | -1.2% | -1.5% | +0.3% | +1.2% |
| 1Y | +14.3% | -0.4% | +14.7% | +15.9% |
| 3Y | +194.6% | +19.6% | +175.0% | +149.7% |
| 5Y | +109.6% | +3.3% | +106.3% | +104.6% |
| 10Y | +93.1% | +28.9% | +64.2% | +77.9% |
| All | +1,445.3% | +96.6% | +1,348.7% | +1,945.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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