+54.4%
VXUS vs UAL
+142.0%
-87.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | +0.1% |
| 7D | +1.0% | +0.7% | +0.3% | +0.9% |
| 30D | +2.2% | -16.1% | +18.3% | +5.3% |
| 3M | +3.0% | +6.1% | -3.2% | +1.5% |
| 6M | +10.7% | +10.8% | -0.2% | +7.7% |
| YTD | +17.8% | -0.4% | +18.2% | +16.4% |
| 1Y | +27.6% | +5.0% | +22.6% | +24.4% |
| 3Y | +73.3% | +124.0% | -50.7% | +40.8% |
| All | +54.4% | +142.0% | -87.6% | +17.6% |
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 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