-34.9%
VST vs UAL
+22.8%
-57.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +8.0% | -21.8% | -16.1% |
| 7D | -15.7% | +11.9% | -27.6% | -19.0% |
| 30D | -17.0% | +5.2% | -22.2% | -18.6% |
| 3M | -15.9% | -12.7% | -3.2% | -12.6% |
| 6M | -25.0% | +28.5% | -53.5% | -32.6% |
| YTD | -25.1% | +3.5% | -28.6% | -27.9% |
| 1Y | -34.9% | +27.5% | -62.4% | -41.0% |
| All | -34.9% | +22.8% | -57.7% | -41.0% |
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