+160.2%
VXUS vs UAL
+318.0%
-157.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.2% |
| 7D | -1.8% | +8.2% | -9.9% | -3.1% |
| 30D | -4.6% | +2.3% | -6.9% | -5.1% |
| 3M | -6.1% | -12.7% | +6.6% | -4.2% |
| 6M | -4.9% | +12.7% | -17.6% | -7.5% |
| YTD | +8.1% | +0.8% | +7.2% | +6.4% |
| 1Y | +12.1% | +17.8% | -5.7% | +7.4% |
| 3Y | +63.9% | +206.7% | -142.8% | +27.9% |
| 5Y | +43.1% | +113.9% | -70.8% | +15.3% |
| 10Y | +139.2% | +97.0% | +42.2% | +77.3% |
| All | +160.2% | +318.0% | -157.8% | +50.6% |
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 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