+1,887.2%
UAL price history and return analytics
+345.0%
+1,542.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.5% | +1.2% |
| 7D | +5.0% | -4.2% | +9.2% | +11.6% |
| 30D | -1.2% | -5.8% | +4.6% | +7.7% |
| 3M | -16.8% | -5.2% | -11.5% | -9.8% |
| 6M | +18.0% | +0.1% | +17.8% | +19.0% |
| YTD | -1.2% | +8.2% | -9.4% | -9.6% |
| 1Y | +14.3% | +10.1% | +4.2% | +2.3% |
| 3Y | +194.6% | +69.7% | +124.9% | +52.9% |
| 5Y | +109.6% | +53.4% | +56.2% | +29.2% |
| 10Y | +93.1% | +219.2% | -126.2% | -48.4% |
| All | +1,887.2% | +345.0% | +1,542.2% | +716.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling