+387.8%
VUG vs UAL
+94.5%
+293.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | +0.5% |
| 7D | -3.4% | +8.2% | -11.6% | -4.9% |
| 30D | -11.1% | +2.3% | -13.4% | -11.6% |
| 3M | -7.2% | -12.7% | +5.4% | -5.1% |
| 6M | -4.1% | +12.7% | -16.8% | -7.1% |
| YTD | +1.4% | +0.8% | +0.6% | -0.4% |
| 1Y | +1.9% | +17.8% | -15.9% | -3.0% |
| 3Y | +77.7% | +206.7% | -129.0% | +36.4% |
| 5Y | +57.6% | +113.9% | -56.3% | +25.3% |
| All | +387.8% | +94.5% | +293.3% | +292.4% |
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