+173.7%
VEA vs UAL
+152.1%
+21.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | +0.1% |
| 7D | +1.0% | +0.7% | +0.3% | +0.8% |
| 30D | +1.9% | -16.1% | +18.1% | +4.4% |
| 3M | +3.2% | +6.1% | -2.9% | +2.1% |
| 6M | +10.2% | +10.8% | -0.6% | +8.0% |
| YTD | +18.9% | -0.4% | +19.3% | +17.9% |
| 1Y | +29.3% | +5.0% | +24.3% | +26.9% |
| 3Y | +76.8% | +124.0% | -47.2% | +51.7% |
| 5Y | +61.2% | +141.0% | -79.7% | +34.0% |
| 10Y | +163.3% | +118.0% | +45.3% | +106.1% |
| All | +173.7% | +152.1% | +21.6% | +75.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling