+73.7%
UAL price history and return analytics
+221.8%
-148.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.5% | -1.3% |
| 7D | -3.0% | +2.4% | -5.4% | -6.7% |
| 30D | +10.5% | -1.5% | +12.0% | +13.7% |
| 3M | -13.5% | -4.1% | -9.4% | -6.5% |
| 6M | +14.2% | +0.6% | +13.7% | +14.3% |
| YTD | -2.2% | +11.0% | -13.3% | -16.2% |
| 1Y | +12.5% | +13.3% | -0.9% | -6.7% |
| 3Y | +186.8% | +73.4% | +113.4% | +24.4% |
| 5Y | +119.4% | +57.4% | +61.9% | +15.2% |
| All | +73.7% | +221.8% | -148.1% | -69.9% |
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