+302.5%
UAL vs VEEV
+704.1%
-401.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +12.5% | +0.8% | +11.7% | +12.3% |
| 30D | +12.2% | +3.2% | +9.0% | +11.5% |
| 3M | -2.6% | +30.2% | -32.8% | -8.0% |
| 6M | +21.1% | +83.7% | -62.6% | +6.2% |
| YTD | +7.8% | +36.9% | -29.1% | -0.1% |
| 1Y | +25.4% | +3.3% | +22.1% | +22.7% |
| 3Y | +217.3% | +85.1% | +132.3% | +175.0% |
| 5Y | +132.9% | -2.6% | +135.5% | +118.2% |
| 10Y | +101.1% | +676.7% | -575.6% | +20.1% |
| All | +302.5% | +704.1% | -401.5% | +120.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling