+1,903.2%
UAL price history and return analytics
+374.2%
+1,529.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +0.7% | +0.4% | +0.3% | +0.1% |
| 30D | -16.1% | +1.0% | -17.1% | -17.2% |
| 3M | +6.1% | +2.4% | +3.8% | +3.0% |
| 6M | +10.8% | +12.0% | -1.2% | -4.1% |
| YTD | -0.4% | +15.3% | -15.7% | -17.0% |
| 1Y | +5.0% | +22.6% | -17.6% | -19.3% |
| 3Y | +124.0% | +74.7% | +49.3% | +11.2% |
| 5Y | +141.0% | +66.1% | +74.8% | +32.2% |
| 10Y | +118.0% | +225.0% | -107.0% | -43.9% |
| All | +1,903.2% | +374.2% | +1,529.0% | +649.5% |
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 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