+12.5%
UAL vs VEU
+12.4%
+0.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.7% | -1.6% |
| 7D | -3.0% | +2.1% | -5.1% | -6.0% |
| 30D | +10.5% | -0.9% | +11.4% | +12.3% |
| 3M | -13.5% | -5.4% | -8.1% | -5.5% |
| 6M | +14.2% | -1.8% | +16.0% | +17.2% |
| YTD | -2.2% | +10.9% | -13.2% | -17.4% |
| 1Y | +12.5% | +13.6% | -1.1% | -9.1% |
| All | +12.5% | +12.4% | +0.1% | -9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling