+294.5%
VTI vs UAL
+106.0%
+188.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -2.0% | -2.0% | 0.0% | -1.6% |
| 30D | -1.9% | -15.7% | +13.7% | +1.3% |
| 3M | +4.5% | +3.6% | +0.9% | +3.4% |
| 6M | +12.6% | +16.9% | -4.3% | +8.0% |
| YTD | +12.0% | -4.8% | +16.8% | +11.4% |
| 1Y | +17.3% | -0.9% | +18.3% | +15.3% |
| 3Y | +75.3% | +124.5% | -49.1% | +40.8% |
| 5Y | +74.0% | +140.2% | -66.2% | +33.5% |
| All | +294.5% | +106.0% | +188.5% | +194.6% |
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