+1,216.9%
VST vs UAL
+106.9%
+1,109.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.5% | +1.0% | +2.9% |
| 7D | +8.9% | +0.7% | +8.2% | +8.7% |
| 30D | +6.2% | -16.1% | +22.3% | +10.7% |
| 3M | -2.7% | +6.1% | -8.9% | -4.6% |
| 6M | -8.4% | +10.8% | -19.2% | -11.5% |
| YTD | -7.2% | -0.4% | -6.8% | -8.3% |
| 1Y | -20.9% | +5.0% | -25.9% | -23.1% |
| 3Y | +384.0% | +124.0% | +260.0% | +288.3% |
| 5Y | +757.1% | +141.0% | +616.1% | +552.9% |
| All | +1,216.9% | +106.9% | +1,109.9% | +893.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling