+206.7%
UAL vs VSH
+6.8%
+199.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.7% | -3.7% | 0.0% |
| 7D | +8.2% | -12.9% | +21.1% | +12.6% |
| 30D | +2.3% | -36.9% | +39.2% | +18.9% |
| 3M | -12.7% | -28.8% | +16.1% | -3.7% |
| 6M | +12.7% | -30.3% | +43.0% | +14.1% |
| YTD | +0.8% | +62.4% | -61.5% | -33.5% |
| 1Y | +17.8% | +62.5% | -44.7% | -22.6% |
| 3Y | +206.7% | +7.4% | +199.3% | +124.0% |
| All | +206.7% | +6.8% | +199.9% | +124.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling