+63.9%
VUG vs UAL
+116.7%
-52.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.0% | +5.8% | +1.2% |
| 7D | +4.4% | +0.7% | +3.7% | +4.1% |
| 30D | -7.3% | +7.8% | -15.1% | -9.3% |
| 3M | -4.2% | -11.1% | +6.8% | -1.9% |
| 6M | -1.6% | +16.1% | -17.7% | -6.3% |
| YTD | +4.9% | -0.5% | +5.4% | +2.7% |
| 1Y | +3.8% | +11.3% | -7.5% | -1.4% |
| 3Y | +79.4% | +192.8% | -113.4% | +23.8% |
| 5Y | +63.9% | +123.3% | -59.3% | +14.5% |
| All | +63.9% | +116.7% | -52.7% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling