+5.0%
UAL vs VTEB
+3.1%
+1.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.3% |
| 7D | +0.7% | -0.8% | +1.5% | +5.2% |
| 30D | -16.1% | -1.3% | -14.8% | -9.4% |
| 3M | +6.1% | -2.1% | +8.3% | +20.1% |
| 6M | +10.8% | -1.7% | +12.5% | +20.5% |
| YTD | -0.4% | -0.6% | +0.2% | +8.9% |
| 1Y | +5.0% | +3.1% | +2.0% | +3.9% |
| All | +5.0% | +3.1% | +1.9% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling