+18.4%
UAL vs VMC
-2.9%
+21.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.1% |
| 7D | +2.3% | -4.3% | +6.6% | +5.7% |
| 30D | +13.3% | +16.2% | -2.9% | +2.2% |
| 3M | -6.3% | -0.8% | -5.5% | -5.5% |
| 6M | +22.5% | +1.2% | +21.3% | +20.1% |
| YTD | +5.9% | +0.5% | +5.4% | 0.0% |
| All | +18.4% | -2.9% | +21.3% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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