+126.5%
VGT vs UAL
+131.3%
-4.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.2% | -0.3% |
| 7D | +1.0% | +0.7% | +0.3% | +0.8% |
| 30D | +1.3% | -16.1% | +17.4% | +5.5% |
| 3M | -1.1% | +6.1% | -7.3% | -3.0% |
| 6M | +32.6% | +10.8% | +21.8% | +27.8% |
| YTD | +29.0% | -0.4% | +29.4% | +26.9% |
| 1Y | +39.7% | +5.0% | +34.7% | +35.1% |
| All | +126.5% | +131.3% | -4.8% | +76.8% |
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