+788.1%
VOO vs UAL
+414.1%
+374.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | -0.1% |
| 7D | -2.7% | +8.2% | -10.9% | -4.1% |
| 30D | -5.4% | +2.3% | -7.7% | -5.9% |
| 3M | -4.1% | -12.7% | +8.6% | -2.1% |
| 6M | +0.7% | +12.7% | -11.9% | -2.2% |
| YTD | +8.7% | +0.8% | +7.9% | +6.9% |
| 1Y | +11.0% | +17.8% | -6.8% | +6.0% |
| 3Y | +75.5% | +206.7% | -131.2% | +36.7% |
| 5Y | +68.4% | +113.9% | -45.5% | +35.6% |
| 10Y | +315.7% | +97.0% | +218.7% | +210.5% |
| All | +788.1% | +414.1% | +374.0% | +418.2% |
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