+127.9%
UAL vs VSXY
+125.0%
+3.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +5.1% | +1.7% | +5.5% |
| 7D | +10.2% | +15.2% | -5.0% | +6.4% |
| 30D | +12.0% | +37.0% | -25.0% | +3.4% |
| 3M | -7.1% | +15.2% | -22.3% | -11.1% |
| 6M | +20.9% | +136.3% | -115.4% | -8.0% |
| YTD | +7.7% | +109.6% | -101.9% | -15.4% |
| 1Y | +23.6% | +223.7% | -200.1% | -14.7% |
| 3Y | +222.6% | +516.3% | -293.7% | +67.5% |
| 5Y | +127.9% | +125.1% | +2.8% | +63.2% |
| All | +127.9% | +125.0% | +3.0% | +63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling