+728.4%
VGT vs UAL
+80.6%
+647.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | +0.1% | -1.3% |
| 7D | +2.5% | -3.0% | +5.5% | +3.1% |
| 30D | -9.5% | +10.5% | -20.0% | -11.6% |
| 3M | -9.5% | -13.5% | +4.0% | -7.0% |
| 6M | -1.8% | +14.2% | -16.0% | -5.4% |
| YTD | +18.4% | -2.2% | +20.6% | +17.0% |
| 1Y | +18.7% | +12.5% | +6.2% | +13.7% |
| 3Y | +103.8% | +186.8% | -83.0% | +55.3% |
| 5Y | +104.4% | +119.4% | -15.0% | +59.3% |
| All | +728.4% | +80.6% | +647.8% | +572.0% |
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