+1,828.2%
UAL vs VT
+356.1%
+1,472.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +2.4% | -1.6% | +4.0% | +4.7% |
| 30D | -4.7% | -2.5% | -2.2% | -1.1% |
| 3M | -16.5% | -1.3% | -15.2% | -14.6% |
| 6M | +15.9% | +3.1% | +12.8% | +12.1% |
| YTD | -4.1% | +10.9% | -15.1% | -15.3% |
| 1Y | +11.5% | +12.1% | -0.5% | -2.6% |
| 3Y | +185.8% | +73.9% | +111.9% | +43.1% |
| 5Y | +118.6% | +58.0% | +60.6% | +29.1% |
| 10Y | +91.7% | +225.5% | -133.8% | -50.3% |
| All | +1,828.2% | +356.1% | +1,472.1% | +664.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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