+42.7%
VXUS vs UAL
+109.3%
-66.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.2% |
| 7D | -1.8% | +8.2% | -9.9% | -3.2% |
| 30D | -4.6% | +2.3% | -6.9% | -5.1% |
| 3M | -6.1% | -12.7% | +6.6% | -4.1% |
| 6M | -4.9% | +12.7% | -17.6% | -7.6% |
| YTD | +8.1% | +0.8% | +7.2% | +6.2% |
| 1Y | +12.1% | +17.8% | -5.7% | +7.1% |
| 3Y | +63.9% | +206.7% | -142.8% | +23.8% |
| All | +42.7% | +109.3% | -66.6% | +10.5% |
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