+1,982.3%
VGT vs UAL
+246.2%
+1,736.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.7% | +1.0% |
| 7D | -7.2% | +8.2% | -15.4% | -8.4% |
| 30D | -16.1% | +2.3% | -18.5% | -16.5% |
| 3M | -9.2% | -12.7% | +3.5% | -7.5% |
| 6M | -0.7% | +12.7% | -13.4% | -3.1% |
| YTD | +15.6% | +0.8% | +14.7% | +14.2% |
| 1Y | +14.4% | +17.8% | -3.4% | +10.3% |
| 3Y | +105.2% | +206.7% | -101.5% | +67.8% |
| 5Y | +100.0% | +113.9% | -13.9% | +69.0% |
| 10Y | +712.1% | +97.0% | +615.1% | +542.6% |
| All | +1,982.3% | +246.2% | +1,736.1% | +1,138.3% |
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