+1,205.2%
VST vs UAL
+106.7%
+1,098.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.8% | +0.5% | +5.6% |
| 7D | -0.5% | +10.2% | -10.7% | -3.1% |
| 30D | -17.1% | +12.0% | -29.1% | -19.6% |
| 3M | -4.6% | -7.1% | +2.5% | -3.3% |
| 6M | -9.1% | +20.9% | -30.0% | -14.0% |
| YTD | -16.6% | +7.7% | -24.3% | -19.5% |
| 1Y | -29.5% | +23.6% | -53.0% | -34.3% |
| 3Y | +297.5% | +222.6% | +75.0% | +194.5% |
| 5Y | +654.5% | +127.9% | +526.6% | +478.4% |
| 10Y | +1,205.2% | +100.2% | +1,105.0% | +884.8% |
| All | +1,205.2% | +106.7% | +1,098.5% | +884.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling