+159.8%
VXUS vs UAL
+309.7%
-149.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.6% | +0.9% | -2.9% |
| 7D | -3.4% | +5.0% | -8.4% | -4.3% |
| 30D | -5.8% | -1.2% | -4.6% | -5.8% |
| 3M | -6.4% | -16.8% | +10.3% | -3.7% |
| 6M | -2.5% | +18.0% | -20.5% | -5.9% |
| YTD | +7.9% | -1.2% | +9.1% | +6.6% |
| 1Y | +11.5% | +14.3% | -2.8% | +7.3% |
| 3Y | +63.4% | +194.6% | -131.1% | +28.5% |
| 5Y | +42.9% | +109.6% | -66.7% | +15.5% |
| 10Y | +138.9% | +93.1% | +45.8% | +77.6% |
| All | +159.8% | +309.7% | -149.8% | +50.9% |
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