+23.3%
VZ vs UAL
+21.4%
+1.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.8% | -6.0% | +1.1% |
| 7D | +2.2% | +10.2% | -8.0% | +2.7% |
| 30D | +10.6% | +12.0% | -1.4% | +11.3% |
| 3M | -0.6% | -7.1% | +6.5% | -0.9% |
| 6M | +0.7% | +20.9% | -20.1% | +2.3% |
| YTD | +20.6% | +7.7% | +13.0% | +21.1% |
| All | +23.3% | +21.4% | +1.9% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling