+215.5%
UAL vs VEU
+168.5%
+47.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.8% |
| 7D | +8.2% | -1.6% | +9.8% | +10.6% |
| 30D | +2.3% | -4.3% | +6.7% | +8.4% |
| 3M | -12.7% | -5.8% | -6.8% | -5.6% |
| 6M | +12.7% | -4.4% | +17.1% | +19.8% |
| YTD | +0.8% | +8.7% | -7.8% | -7.6% |
| 1Y | +17.8% | +12.6% | +5.1% | +3.5% |
| 3Y | +206.7% | +65.2% | +141.4% | +74.1% |
| 5Y | +113.9% | +45.5% | +68.3% | +45.9% |
| 10Y | +97.0% | +142.7% | -45.7% | -16.1% |
| All | +215.5% | +168.5% | +47.0% | +11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling