+809.0%
VOO vs UAL
+448.9%
+360.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.8% | -4.4% | +1.2% |
| 7D | +0.1% | +10.2% | -10.1% | -1.7% |
| 30D | -3.3% | +12.0% | -15.3% | -5.4% |
| 3M | -2.4% | -7.1% | +4.7% | -1.5% |
| 6M | +2.6% | +20.9% | -18.3% | -1.6% |
| YTD | +11.3% | +7.7% | +3.6% | +8.1% |
| 1Y | +13.4% | +23.6% | -10.1% | +7.4% |
| 3Y | +80.3% | +222.6% | -142.3% | +39.2% |
| 5Y | +72.7% | +127.9% | -55.2% | +37.5% |
| 10Y | +310.0% | +100.2% | +209.8% | +204.9% |
| All | +809.0% | +448.9% | +360.0% | +424.2% |
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