+2,020.9%
VGT vs UAL
+270.3%
+1,750.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.5% | -1.3% |
| 7D | -4.1% | +12.5% | -16.6% | -5.9% |
| 30D | -13.6% | +12.2% | -25.8% | -15.2% |
| 3M | -8.0% | -2.6% | -5.4% | -7.8% |
| 6M | -1.5% | +21.1% | -22.5% | -4.9% |
| YTD | +17.7% | +7.8% | +9.9% | +15.1% |
| 1Y | +13.8% | +25.4% | -11.6% | +8.7% |
| 3Y | +101.6% | +217.3% | -115.8% | +63.9% |
| 5Y | +106.7% | +132.9% | -26.2% | +72.4% |
| 10Y | +717.0% | +101.1% | +615.9% | +543.5% |
| All | +2,020.9% | +270.3% | +1,750.6% | +1,148.2% |
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