+127.9%
UAL vs VTR
+101.5%
+26.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.8% | +5.9% | +6.4% |
| 7D | +10.2% | +3.2% | +7.0% | +8.9% |
| 30D | +12.0% | +9.1% | +2.9% | +7.9% |
| 3M | -7.1% | -3.6% | -3.5% | -6.0% |
| 6M | +20.9% | +3.8% | +17.1% | +17.3% |
| YTD | +7.7% | +17.8% | -10.1% | -1.6% |
| 1Y | +23.6% | +20.5% | +3.0% | +11.5% |
| 3Y | +222.6% | +132.4% | +90.1% | +99.2% |
| 5Y | +127.9% | +99.9% | +28.1% | +55.0% |
| All | +127.9% | +101.5% | +26.4% | +55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling