+379.7%
VRT vs UAL
+189.3%
+190.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -2.9% |
| 7D | +10.5% | -3.0% | +13.5% | +11.7% |
| 30D | -9.3% | +10.5% | -19.8% | -13.4% |
| 3M | -29.6% | -13.5% | -16.1% | -26.0% |
| 6M | -45.4% | +14.2% | -59.6% | -49.0% |
| YTD | +24.8% | -2.2% | +27.1% | +22.2% |
| 1Y | +23.6% | +12.5% | +11.1% | +14.3% |
| 3Y | +379.7% | +186.8% | +192.8% | +212.5% |
| All | +379.7% | +189.3% | +190.3% | +212.5% |
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