+137.7%
UAL vs VTR
+91.4%
+46.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.6% |
| 7D | +3.5% | -2.4% | +5.8% | +4.5% |
| 30D | -16.5% | -3.7% | -12.7% | -15.3% |
| 3M | +2.8% | +13.5% | -10.8% | -4.0% |
| 6M | +17.6% | +7.2% | +10.4% | +12.5% |
| YTD | -3.2% | +17.6% | -20.8% | -11.2% |
| 1Y | +0.4% | +35.4% | -35.0% | -14.4% |
| 3Y | +128.2% | +132.8% | -4.7% | +41.5% |
| 5Y | +137.7% | +88.7% | +49.1% | +59.3% |
| All | +137.7% | +91.4% | +46.4% | +59.3% |
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