+79.3%
VEA vs UAL
+127.4%
-48.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | 0.0% |
| 7D | +1.9% | +3.4% | -1.6% | +1.3% |
| 30D | +0.8% | -16.5% | +17.2% | +3.6% |
| 3M | +5.7% | +2.8% | +2.9% | +4.9% |
| 6M | +13.3% | +17.6% | -4.3% | +9.7% |
| YTD | +18.4% | -3.2% | +21.6% | +17.4% |
| 1Y | +27.0% | +0.4% | +26.5% | +24.8% |
| 3Y | +79.3% | +128.2% | -48.9% | +50.5% |
| All | +79.3% | +127.4% | -48.1% | +50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling