+431.9%
UAL vs VOO
+817.1%
-385.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +3.0% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | -16.1% | +0.1% | -16.2% | -16.1% |
| 3M | +6.1% | +2.0% | +4.1% | +3.5% |
| 6M | +10.8% | +13.0% | -2.2% | -5.6% |
| YTD | -0.4% | +13.6% | -14.0% | -15.3% |
| 1Y | +5.0% | +20.1% | -15.1% | -17.1% |
| 3Y | +124.0% | +77.6% | +46.5% | +8.8% |
| 5Y | +141.0% | +82.4% | +58.5% | +15.5% |
| 10Y | +118.0% | +316.8% | -198.8% | -59.3% |
| All | +431.9% | +817.1% | -385.2% | -58.4% |
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