+104.2%
UAL vs VEU
+150.1%
-45.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | +0.2% |
| 7D | -1.1% | +0.3% | -1.4% | -1.6% |
| 30D | -13.4% | +0.7% | -14.1% | -14.3% |
| 3M | -2.3% | +4.7% | -7.0% | -9.1% |
| 6M | +13.3% | +11.6% | +1.7% | -4.7% |
| YTD | -4.2% | +16.8% | -21.0% | -25.1% |
| 1Y | +1.4% | +24.9% | -23.5% | -28.7% |
| 3Y | +125.8% | +75.7% | +50.1% | -6.6% |
| 5Y | +130.0% | +56.1% | +73.9% | +18.5% |
| 10Y | +104.2% | +153.6% | -49.4% | -43.6% |
| All | +104.2% | +150.1% | -45.8% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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