+455.5%
V vs UAL
+99.5%
+356.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.2% | +0.4% |
| 7D | +0.8% | +12.5% | -11.7% | -1.5% |
| 30D | +9.9% | +12.2% | -2.2% | +7.3% |
| 3M | +17.5% | -2.6% | +20.1% | +17.7% |
| 6M | +33.5% | +21.1% | +12.4% | +27.1% |
| YTD | +21.6% | +7.8% | +13.7% | +17.3% |
| 1Y | +27.6% | +25.4% | +2.2% | +19.1% |
| 3Y | +76.4% | +217.3% | -140.9% | +28.9% |
| 5Y | +103.8% | +132.9% | -29.0% | +53.3% |
| 10Y | +455.5% | +101.1% | +354.3% | +328.4% |
| All | +455.5% | +99.5% | +356.0% | +328.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 10y: compounded portfolio wealth divided by compounded UAL 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…
10y analysis · Full analysis span regression · 6 months rolling