+72.6%
VZ vs UAL
+80.6%
-7.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.3% |
| 7D | +1.5% | -3.0% | +4.5% | +1.6% |
| 30D | +4.4% | +10.5% | -6.1% | +3.9% |
| 3M | -2.4% | -13.5% | +11.1% | -1.9% |
| 6M | +1.4% | +14.2% | -12.8% | +0.6% |
| YTD | +21.4% | -2.2% | +23.6% | +20.9% |
| 1Y | +20.3% | +12.5% | +7.8% | +18.9% |
| 3Y | +57.4% | +186.8% | -129.5% | +45.2% |
| 5Y | +21.9% | +119.4% | -97.4% | +13.0% |
| All | +72.6% | +80.6% | -7.9% | +55.2% |
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