+141.6%
UAL vs VTRS
+41.7%
+99.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.7% |
| 7D | -1.1% | -3.5% | +2.3% | +0.6% |
| 30D | -13.4% | +2.1% | -15.6% | -14.4% |
| 3M | -2.3% | +2.6% | -4.9% | -3.9% |
| 6M | +13.3% | +17.8% | -4.4% | +4.0% |
| YTD | -4.2% | +35.7% | -39.9% | -18.6% |
| 1Y | +1.4% | +63.5% | -62.1% | -22.1% |
| 3Y | +125.8% | +85.1% | +40.7% | +54.5% |
| All | +141.6% | +41.7% | +99.9% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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