+251.3%
UAL vs VRSN
+1,403.7%
-1,152.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.7% |
| 7D | +0.7% | +0.1% | +0.7% | +0.7% |
| 30D | -16.1% | -0.2% | -15.9% | -16.1% |
| 3M | +6.1% | -0.3% | +6.4% | +5.1% |
| 6M | +10.8% | +23.0% | -12.1% | -3.7% |
| YTD | -0.4% | +21.3% | -21.7% | -13.6% |
| 1Y | +5.0% | +6.7% | -1.7% | -2.2% |
| 3Y | +124.0% | +45.0% | +79.1% | +71.3% |
| 5Y | +141.0% | +35.0% | +105.9% | +87.8% |
| 10Y | +118.0% | +276.3% | -158.3% | -15.4% |
| All | +251.3% | +1,403.7% | -1,152.4% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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