+166.8%
UAL vs VLTO
+54.1%
+112.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -4.3% |
| 7D | +5.0% | +12.0% | -7.0% | -1.8% |
| 30D | -1.2% | +20.8% | -22.1% | -12.0% |
| 3M | -16.8% | +20.1% | -36.9% | -25.6% |
| 6M | +18.0% | +32.6% | -14.7% | -1.9% |
| YTD | -1.2% | +17.3% | -18.5% | -10.8% |
| 1Y | +14.3% | +17.3% | -3.0% | +2.9% |
| 3Y | +194.6% | +66.9% | +127.7% | +117.5% |
| All | +166.8% | +54.1% | +112.7% | +109.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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