+251.3%
UAL vs VTRS
0.0%
+251.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.7% |
| 7D | +0.7% | +3.3% | -2.6% | -1.1% |
| 30D | -16.1% | -3.6% | -12.5% | -14.6% |
| 3M | +6.1% | +7.0% | -0.8% | +2.0% |
| 6M | +10.8% | +17.5% | -6.6% | +1.3% |
| YTD | -0.4% | +38.8% | -39.2% | -17.4% |
| 1Y | +5.0% | +69.2% | -64.2% | -22.4% |
| 3Y | +124.0% | +77.5% | +46.6% | +56.1% |
| 5Y | +141.0% | +39.9% | +101.1% | +83.9% |
| 10Y | +118.0% | -47.1% | +165.1% | +142.2% |
| All | +251.3% | 0.0% | +251.3% | +36.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling