+112.3%
UAL vs VO
+32.6%
+79.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.2% | +2.3% |
| 7D | +8.2% | -2.6% | +10.7% | +13.1% |
| 30D | +2.3% | -0.9% | +3.3% | +4.3% |
| 3M | -12.7% | -3.0% | -9.7% | -7.6% |
| 6M | +12.7% | +2.2% | +10.5% | +9.9% |
| YTD | +0.8% | +10.6% | -9.7% | -12.3% |
| 1Y | +17.8% | +12.5% | +5.3% | -0.3% |
| 3Y | +206.7% | +61.4% | +145.3% | +61.1% |
| All | +112.3% | +32.6% | +79.6% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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