+183.8%
VXUS vs UAL
+313.0%
-129.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.2% |
| 3M | +3.0% | +6.1% | -3.2% | +1.6% |
| 6M | +10.7% | +10.8% | -0.2% | +7.9% |
| YTD | +17.8% | -0.4% | +18.2% | +16.5% |
| 1Y | +27.6% | +5.0% | +22.6% | +24.5% |
| 3Y | +73.3% | +124.0% | -50.7% | +42.9% |
| 5Y | +54.3% | +141.0% | -86.6% | +21.8% |
| 10Y | +149.8% | +118.0% | +31.8% | +82.5% |
| All | +183.8% | +313.0% | -129.2% | +64.9% |
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