+1.4%
UAL vs VEU
+25.0%
-23.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | +0.1% |
| 7D | -1.1% | +0.3% | -1.4% | -1.6% |
| 30D | -13.4% | +0.7% | -14.1% | -14.2% |
| 3M | -2.3% | +4.7% | -7.0% | -8.8% |
| 6M | +13.3% | +11.6% | +1.7% | -4.9% |
| YTD | -4.2% | +16.8% | -21.0% | -25.1% |
| 1Y | +1.4% | +24.9% | -23.5% | -26.7% |
| All | +1.4% | +25.0% | -23.6% | -26.7% |
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