+101.1%
UAL vs VOO
+306.9%
-205.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.7% |
| 7D | +12.5% | -0.6% | +13.0% | +13.7% |
| 30D | +12.2% | -3.6% | +15.8% | +19.1% |
| 3M | -2.6% | -2.7% | +0.1% | +2.1% |
| 6M | +21.1% | +2.2% | +18.8% | +18.2% |
| YTD | +7.8% | +10.9% | -3.1% | -5.8% |
| 1Y | +25.4% | +11.3% | +14.1% | +9.1% |
| 3Y | +217.3% | +76.9% | +140.4% | +47.2% |
| 5Y | +132.9% | +73.5% | +59.4% | +13.8% |
| 10Y | +101.1% | +307.7% | -206.5% | -71.7% |
| All | +101.1% | +306.9% | -205.8% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling