+116.5%
UAL vs VO
+36.2%
+80.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.8% |
| 7D | -3.0% | +3.1% | -6.1% | -7.8% |
| 30D | +10.5% | +2.2% | +8.3% | +6.9% |
| 3M | -13.5% | -2.5% | -11.0% | -9.2% |
| 6M | +14.2% | +7.0% | +7.3% | +3.4% |
| YTD | -2.2% | +14.0% | -16.2% | -19.2% |
| 1Y | +12.5% | +15.6% | -3.2% | -9.0% |
| 3Y | +186.8% | +66.2% | +120.7% | +43.3% |
| All | +116.5% | +36.2% | +80.3% | +51.4% |
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