+20.2%
VZ vs UAL
+109.3%
-89.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -3.0% | -1.0% |
| 7D | +2.1% | +8.2% | -6.0% | +2.0% |
| 30D | +1.4% | +2.3% | -1.0% | +1.3% |
| 3M | -1.3% | -12.7% | +11.4% | -1.0% |
| 6M | -0.5% | +12.7% | -13.2% | -1.0% |
| YTD | +19.6% | +0.8% | +18.8% | +19.3% |
| 1Y | +22.4% | +17.8% | +4.6% | +21.2% |
| 3Y | +55.9% | +206.7% | -150.8% | +42.3% |
| All | +20.2% | +109.3% | -89.1% | +12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling