+146.2%
VXUS vs UAL
+80.6%
+65.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.3% |
| 7D | +2.1% | -3.0% | +5.2% | +2.6% |
| 30D | -1.1% | +10.5% | -11.6% | -3.0% |
| 3M | -5.6% | -13.5% | +7.9% | -3.5% |
| 6M | -2.3% | +14.2% | -16.5% | -5.3% |
| YTD | +10.4% | -2.2% | +12.6% | +9.1% |
| 1Y | +13.1% | +12.5% | +0.6% | +9.0% |
| 3Y | +68.0% | +186.8% | -118.8% | +31.1% |
| 5Y | +45.8% | +119.4% | -73.5% | +15.6% |
| All | +146.2% | +80.6% | +65.7% | +89.6% |
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