+13.8%
VRT vs UAL
+22.8%
-9.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +8.0% | -20.9% | -15.5% |
| 7D | -15.4% | +11.9% | -27.3% | -19.2% |
| 30D | -19.0% | +5.2% | -24.2% | -20.8% |
| 3M | -23.8% | -12.7% | -11.1% | -20.3% |
| 6M | -37.9% | +28.5% | -66.4% | -44.3% |
| YTD | +27.0% | +3.5% | +23.4% | +19.2% |
| 1Y | +13.8% | +27.5% | -13.7% | -2.0% |
| All | +13.8% | +22.8% | -9.0% | -2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling