+146.1%
UAL vs VSXY
+99.7%
+46.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.6% |
| 7D | +2.3% | +0.8% | +1.4% | +2.1% |
| 30D | +13.3% | +24.0% | -10.7% | +7.8% |
| 3M | -6.3% | +16.7% | -23.0% | -10.2% |
| 6M | +22.5% | +138.6% | -116.1% | -4.9% |
| YTD | +5.9% | +102.8% | -96.9% | -14.4% |
| 1Y | +24.7% | +214.2% | -189.5% | -10.3% |
| 3Y | +211.6% | +461.4% | -249.8% | +78.8% |
| 5Y | +130.6% | +118.3% | +12.3% | +62.7% |
| All | +146.1% | +99.7% | +46.3% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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