+769.3%
VST vs UAL
+142.0%
+627.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.5% | +1.0% | +2.8% |
| 7D | +8.9% | +0.7% | +8.2% | +8.7% |
| 30D | +6.2% | -16.1% | +22.3% | +11.6% |
| 3M | -2.7% | +6.1% | -8.9% | -5.0% |
| 6M | -8.4% | +10.8% | -19.2% | -12.3% |
| YTD | -7.2% | -0.4% | -6.8% | -8.7% |
| 1Y | -20.9% | +5.0% | -25.9% | -23.7% |
| 3Y | +384.0% | +124.0% | +260.0% | +280.4% |
| All | +769.3% | +142.0% | +627.3% | +551.7% |
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