+96.5%
UAL price history and return analytics
+224.4%
-127.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -3.0% | -3.8% |
| 7D | +2.3% | -0.7% | +3.0% | +3.5% |
| 30D | +13.3% | -1.7% | +15.1% | +17.1% |
| 3M | -6.3% | -2.3% | -4.0% | -2.0% |
| 6M | +22.5% | +1.5% | +21.0% | +20.6% |
| YTD | +5.9% | +12.0% | -6.2% | -10.7% |
| 1Y | +24.7% | +12.9% | +11.8% | +4.1% |
| 3Y | +211.6% | +74.9% | +136.6% | +33.0% |
| 5Y | +130.6% | +59.9% | +70.6% | +17.9% |
| 10Y | +96.5% | +224.6% | -128.2% | -66.4% |
| All | +96.5% | +224.4% | -127.9% | -66.4% |
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