+107.5%
UAL price history and return analytics
+222.7%
-115.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +0.7% | +0.4% | +0.3% | 0.0% |
| 30D | -16.1% | +1.0% | -17.1% | -17.4% |
| 3M | +6.1% | +2.4% | +3.8% | +2.2% |
| 6M | +10.8% | +12.0% | -1.2% | -7.2% |
| YTD | -0.4% | +15.3% | -15.7% | -20.3% |
| 1Y | +5.0% | +22.6% | -17.6% | -23.8% |
| 3Y | +124.0% | +74.7% | +49.3% | -4.2% |
| 5Y | +141.0% | +66.1% | +74.8% | +15.3% |
| All | +107.5% | +222.7% | -115.3% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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