+438.4%
UAL vs VOO
+777.9%
-339.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.6% |
| 7D | +8.2% | -2.7% | +10.9% | +12.5% |
| 30D | +2.3% | -5.4% | +7.7% | +10.9% |
| 3M | -12.7% | -4.1% | -8.6% | -7.0% |
| 6M | +12.7% | +0.7% | +11.9% | +12.5% |
| YTD | +0.8% | +8.7% | -7.9% | -8.5% |
| 1Y | +17.8% | +11.0% | +6.8% | +4.0% |
| 3Y | +206.7% | +75.5% | +131.2% | +52.2% |
| 5Y | +113.9% | +68.4% | +45.5% | +14.9% |
| 10Y | +97.0% | +315.7% | -218.7% | -62.6% |
| All | +438.4% | +777.9% | -339.5% | -55.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling