+567.3%
VRT vs UAL
+109.3%
+458.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.0% | +1.4% | +2.5% |
| 7D | -21.4% | +8.2% | -29.5% | -24.8% |
| 30D | -25.8% | +2.3% | -28.1% | -27.2% |
| 3M | -33.5% | -12.7% | -20.8% | -29.7% |
| 6M | -49.0% | +12.7% | -61.7% | -53.1% |
| YTD | +12.9% | +0.8% | +12.1% | +8.1% |
| 1Y | 0.0% | +17.8% | -17.8% | -11.8% |
| 3Y | +361.8% | +206.7% | +155.1% | +117.4% |
| All | +567.3% | +109.3% | +458.0% | +256.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling