+49.9%
VEA vs UAL
+113.1%
-63.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.5% | -0.8% |
| 7D | -2.2% | +8.2% | -10.4% | -3.7% |
| 30D | -3.4% | +2.3% | -5.7% | -3.9% |
| 3M | -5.6% | -12.7% | +7.1% | -3.5% |
| 6M | -3.4% | +12.7% | -16.1% | -6.3% |
| YTD | +9.7% | +0.8% | +8.9% | +7.8% |
| 1Y | +15.4% | +17.8% | -2.4% | +10.1% |
| 3Y | +68.5% | +206.7% | -138.2% | +26.1% |
| All | +49.9% | +113.1% | -63.1% | +14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling