-0.9%
UAL vs VYM
+18.5%
-19.4%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | +0.7% |
| 7D | -2.0% | -1.9% | -0.1% | +2.6% |
| 30D | -15.7% | -2.6% | -13.1% | -10.0% |
| 3M | +3.6% | +3.6% | 0.0% | -4.6% |
| 6M | +16.9% | +8.7% | +8.2% | -5.2% |
| YTD | -4.8% | +14.1% | -18.9% | -29.1% |
| 1Y | -0.9% | +17.8% | -18.8% | -32.6% |
| All | -0.9% | +18.5% | -19.4% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling