+500.1%
VST vs UAL
+110.9%
+389.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.6% | -1.6% | -4.8% |
| 7D | -19.9% | +5.0% | -24.9% | -21.5% |
| 30D | -29.7% | -1.2% | -28.4% | -29.8% |
| 3M | -19.6% | -16.8% | -2.8% | -15.7% |
| 6M | -29.4% | +18.0% | -47.4% | -33.8% |
| YTD | -29.7% | -1.2% | -28.5% | -31.1% |
| 1Y | -40.0% | +14.3% | -54.4% | -43.8% |
| 3Y | +231.0% | +194.6% | +36.4% | +142.9% |
| 5Y | +500.1% | +109.6% | +390.4% | +350.9% |
| All | +500.1% | +110.9% | +389.2% | +350.9% |
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