+688.8%
VRT vs UAL
+116.7%
+572.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.0% | +7.5% | +4.4% |
| 7D | +18.6% | +0.7% | +17.9% | +18.1% |
| 30D | -11.7% | +7.8% | -19.4% | -15.5% |
| 3M | -27.3% | -11.1% | -16.2% | -23.9% |
| 6M | -42.9% | +16.1% | -59.0% | -48.2% |
| YTD | +29.5% | -0.5% | +30.0% | +24.6% |
| 1Y | +21.0% | +11.3% | +9.8% | +9.9% |
| 3Y | +403.1% | +192.8% | +210.3% | +142.9% |
| 5Y | +688.8% | +123.3% | +565.6% | +316.3% |
| All | +688.8% | +116.7% | +572.2% | +316.3% |
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