+76.9%
VOO vs UAL
+125.0%
-48.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.3% |
| 7D | -0.4% | -1.1% | +0.8% | -0.2% |
| 30D | -1.4% | -13.4% | +12.1% | +1.0% |
| 3M | +3.7% | -2.3% | +6.0% | +3.7% |
| 6M | +13.0% | +13.3% | -0.3% | +9.5% |
| YTD | +12.4% | -4.2% | +16.6% | +11.7% |
| 1Y | +18.6% | +1.4% | +17.2% | +16.2% |
| All | +76.9% | +125.0% | -48.1% | +44.9% |
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 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