+27.5%
UAL vs VTR
+22.5%
+5.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.5% | +5.5% | +7.8% |
| 7D | +11.9% | +10.0% | +1.9% | +11.4% |
| 30D | +5.2% | +9.6% | -4.4% | +4.4% |
| 3M | -12.7% | -1.2% | -11.5% | -12.7% |
| 6M | +28.5% | +2.8% | +25.7% | +24.9% |
| YTD | +3.5% | +17.4% | -13.9% | +2.1% |
| 1Y | +27.5% | +22.0% | +5.5% | +30.4% |
| All | +27.5% | +22.5% | +5.1% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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