+754.6%
VTI vs UAL
+241.7%
+513.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.0% | +5.6% | +0.5% |
| 7D | +3.4% | +0.7% | +2.7% | +3.2% |
| 30D | -2.3% | +7.8% | -10.1% | -3.5% |
| 3M | -2.2% | -11.1% | +8.9% | -0.7% |
| 6M | +3.3% | +16.1% | -12.8% | +0.3% |
| YTD | +12.1% | -0.5% | +12.6% | +10.7% |
| 1Y | +12.2% | +11.3% | +0.9% | +8.9% |
| 3Y | +78.0% | +192.8% | -114.8% | +45.5% |
| 5Y | +65.2% | +123.3% | -58.0% | +37.4% |
| 10Y | +292.2% | +84.6% | +207.5% | +209.3% |
| All | +754.6% | +241.7% | +513.0% | +390.2% |
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