+251.3%
UAL vs VTV
+561.2%
-309.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.9% |
| 7D | +0.7% | +0.5% | +0.2% | -0.1% |
| 30D | -16.1% | +1.1% | -17.2% | -17.5% |
| 3M | +6.1% | +5.9% | +0.3% | -2.9% |
| 6M | +10.8% | +11.6% | -0.8% | -6.1% |
| YTD | -0.4% | +19.8% | -20.2% | -24.5% |
| 1Y | +5.0% | +26.2% | -21.2% | -26.6% |
| 3Y | +124.0% | +68.5% | +55.6% | +3.6% |
| 5Y | +141.0% | +79.9% | +61.1% | +3.3% |
| 10Y | +118.0% | +229.7% | -111.7% | -59.9% |
| All | +251.3% | +561.2% | -309.9% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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