+60.5%
VZ vs UAL
+118.5%
-58.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -1.0% |
| 7D | +0.1% | +0.7% | -0.6% | 0.0% |
| 30D | +7.9% | -16.1% | +24.0% | +8.7% |
| 3M | +13.6% | +6.1% | +7.5% | +13.2% |
| 6M | +1.1% | +10.8% | -9.8% | +0.4% |
| YTD | +29.3% | -0.4% | +29.7% | +28.8% |
| 1Y | +21.2% | +5.0% | +16.2% | +20.3% |
| 3Y | +75.9% | +124.0% | -48.1% | +64.6% |
| 5Y | +24.1% | +141.0% | -116.9% | +14.3% |
| All | +60.5% | +118.5% | -58.0% | +35.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling