+314.2%
VOO vs UAL
+103.3%
+210.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.3% | 0.0% |
| 7D | +0.5% | +3.5% | -2.9% | -0.1% |
| 30D | -0.9% | -16.5% | +15.5% | +2.3% |
| 3M | +3.9% | +2.8% | +1.1% | +2.9% |
| 6M | +14.5% | +17.6% | -3.0% | +10.0% |
| YTD | +13.0% | -3.2% | +16.2% | +12.0% |
| 1Y | +19.4% | +0.4% | +19.0% | +17.1% |
| 3Y | +78.9% | +128.2% | -49.3% | +44.7% |
| 5Y | +82.3% | +137.7% | -55.5% | +41.8% |
| 10Y | +314.2% | +99.1% | +215.1% | +210.9% |
| All | +314.2% | +103.3% | +210.9% | +210.9% |
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