+905.2%
VRT vs UAL
+142.0%
+763.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.5% | +1.8% | +3.2% |
| 7D | +9.1% | +0.7% | +8.4% | +8.7% |
| 30D | +0.9% | -16.1% | +17.0% | +9.5% |
| 3M | -13.4% | +6.1% | -19.5% | -16.4% |
| 6M | +11.7% | +10.8% | +0.8% | +4.1% |
| YTD | +73.2% | -0.4% | +73.6% | +68.2% |
| 1Y | +123.4% | +5.0% | +118.4% | +109.2% |
| 3Y | +606.2% | +124.0% | +482.2% | +309.3% |
| All | +905.2% | +142.0% | +763.2% | +421.8% |
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