+134.7%
VGT vs UAL
+131.8%
+3.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +0.6% |
| 7D | +1.8% | +3.5% | -1.6% | +0.9% |
| 30D | -0.3% | -16.5% | +16.1% | +4.4% |
| 3M | +3.4% | +2.8% | +0.6% | +2.1% |
| 6M | +35.0% | +17.6% | +17.4% | +27.5% |
| YTD | +28.8% | -3.2% | +32.0% | +27.4% |
| 1Y | +38.0% | +0.4% | +37.5% | +34.4% |
| 3Y | +125.8% | +128.2% | -2.4% | +66.6% |
| 5Y | +134.7% | +137.7% | -3.0% | +60.4% |
| All | +134.7% | +131.8% | +3.0% | +60.4% |
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