+106.2%
UAL vs VTEB
+17.9%
+88.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.8% | +2.3% |
| 7D | -1.4% | -0.9% | -0.5% | +0.7% |
| 30D | -12.2% | -2.5% | -9.7% | -6.9% |
| 3M | -2.5% | -3.0% | +0.5% | +4.7% |
| 6M | +21.1% | -2.1% | +23.2% | +28.2% |
| YTD | -1.8% | -1.5% | -0.3% | +2.5% |
| 1Y | +0.4% | +0.2% | +0.3% | +1.0% |
| 3Y | +130.3% | +8.6% | +121.7% | +89.0% |
| 5Y | +147.7% | +1.2% | +146.5% | +144.2% |
| All | +106.2% | +17.9% | +88.4% | +101.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling