+768.7%
VTI vs UAL
+242.1%
+526.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.7% |
| 7D | +0.1% | +0.7% | -0.6% | 0.0% |
| 30D | 0.0% | -16.1% | +16.1% | +2.6% |
| 3M | +2.0% | +6.1% | -4.1% | +0.8% |
| 6M | +13.0% | +10.8% | +2.1% | +10.4% |
| YTD | +13.9% | -0.4% | +14.3% | +12.8% |
| 1Y | +20.0% | +5.0% | +15.0% | +17.4% |
| 3Y | +75.8% | +124.0% | -48.2% | +49.6% |
| 5Y | +73.8% | +141.0% | -67.1% | +43.1% |
| 10Y | +297.5% | +118.0% | +179.5% | +207.4% |
| All | +768.7% | +242.1% | +526.7% | +399.3% |
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