+206.7%
UAL vs VEU
+64.7%
+142.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.7% |
| 7D | +8.2% | -1.6% | +9.8% | +11.3% |
| 30D | +2.3% | -4.3% | +6.7% | +10.2% |
| 3M | -12.7% | -5.8% | -6.8% | -3.4% |
| 6M | +12.7% | -4.4% | +17.1% | +21.2% |
| YTD | +0.8% | +8.7% | -7.8% | -11.8% |
| 1Y | +17.8% | +12.6% | +5.1% | -2.9% |
| 3Y | +206.7% | +65.2% | +141.4% | +41.3% |
| All | +206.7% | +64.7% | +142.0% | +41.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling