+1,112.3%
VUG vs UAL
+242.1%
+870.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -0.8% |
| 7D | -0.1% | +0.7% | -0.8% | -0.2% |
| 30D | -0.3% | -16.1% | +15.8% | +2.1% |
| 3M | -0.7% | +6.1% | -6.8% | -1.8% |
| 6M | +14.6% | +10.8% | +3.8% | +12.2% |
| YTD | +9.0% | -0.4% | +9.4% | +8.0% |
| 1Y | +14.9% | +5.0% | +9.8% | +12.6% |
| 3Y | +86.0% | +124.0% | -38.0% | +60.4% |
| 5Y | +76.7% | +141.0% | -64.3% | +48.3% |
| 10Y | +411.3% | +118.0% | +293.3% | +304.3% |
| All | +1,112.3% | +242.1% | +870.3% | +642.5% |
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 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