+123.3%
UAL vs VO
+37.2%
+86.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.9% | -5.1% | -4.5% |
| 7D | +0.7% | +2.9% | -2.3% | -4.0% |
| 30D | +7.8% | +1.0% | +6.8% | +6.4% |
| 3M | -11.1% | -1.7% | -9.4% | -7.9% |
| 6M | +16.1% | +6.7% | +9.4% | +5.5% |
| YTD | -0.5% | +14.0% | -14.5% | -17.8% |
| 1Y | +11.3% | +13.7% | -2.4% | -7.5% |
| 3Y | +192.8% | +65.8% | +127.0% | +46.7% |
| 5Y | +123.3% | +36.6% | +86.7% | +56.2% |
| All | +123.3% | +37.2% | +86.1% | +56.2% |
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