+139.2%
UAL vs VIG
+63.1%
+76.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +3.4% |
| 7D | +0.7% | -0.4% | +1.1% | +1.5% |
| 30D | -16.1% | -1.0% | -15.1% | -14.5% |
| 3M | +6.1% | +2.8% | +3.4% | +1.3% |
| 6M | +10.8% | +8.2% | +2.7% | -3.1% |
| YTD | -0.4% | +11.0% | -11.4% | -16.4% |
| 1Y | +5.0% | +16.1% | -11.1% | -18.3% |
| 3Y | +124.0% | +56.2% | +67.9% | +12.1% |
| All | +139.2% | +63.1% | +76.1% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling