+109.8%
UAL vs VTEB
+26.8%
+83.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.1% |
| 7D | -3.0% | -1.2% | -1.8% | -0.4% |
| 30D | +10.5% | +2.5% | +8.0% | +5.1% |
| 3M | -13.5% | -1.7% | -11.8% | -10.1% |
| 6M | +14.2% | -1.2% | +15.5% | +17.9% |
| YTD | -2.2% | -0.5% | -1.8% | -0.3% |
| 1Y | +12.5% | -0.1% | +12.6% | +13.8% |
| 3Y | +186.8% | +10.5% | +176.4% | +130.7% |
| 5Y | +119.4% | +2.6% | +116.8% | +110.3% |
| 10Y | +81.4% | +22.4% | +59.1% | +105.0% |
| All | +109.8% | +26.8% | +83.0% | +150.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling