+186.8%
UAL vs VEEV
+80.8%
+106.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.7% |
| 7D | -3.0% | -0.7% | -2.3% | -2.9% |
| 30D | +10.5% | +1.4% | +9.1% | +10.0% |
| 3M | -13.5% | +19.4% | -32.8% | -17.6% |
| 6M | +14.2% | +93.6% | -79.4% | -6.3% |
| YTD | -2.2% | +35.1% | -37.3% | -10.1% |
| 1Y | +12.5% | +3.4% | +9.1% | +13.1% |
| 3Y | +186.8% | +81.4% | +105.5% | +115.6% |
| All | +186.8% | +80.8% | +106.0% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 3y: compounded portfolio wealth divided by compounded VEEV 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…
3y analysis · Full analysis span regression · 6 months rolling