+130.0%
UAL vs VNQ
+5.0%
+125.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | 0.0% |
| 7D | -1.1% | -0.9% | -0.3% | -0.3% |
| 30D | -13.4% | -2.2% | -11.2% | -11.4% |
| 3M | -2.3% | -1.9% | -0.4% | -0.6% |
| 6M | +13.3% | +3.2% | +10.1% | +9.7% |
| YTD | -4.2% | +9.4% | -13.6% | -12.5% |
| 1Y | +1.4% | +7.5% | -6.1% | -5.9% |
| 3Y | +125.8% | +31.1% | +94.7% | +72.1% |
| 5Y | +130.0% | +6.6% | +123.4% | +129.9% |
| All | +130.0% | +5.0% | +125.0% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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