+236.3%
UNH vs VLO
+933.4%
-697.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.1% |
| 7D | -3.2% | +4.0% | -7.1% | -3.8% |
| 30D | -3.5% | +19.0% | -22.4% | -6.5% |
| 3M | -4.2% | +50.0% | -54.1% | -11.2% |
| 6M | +38.3% | +79.1% | -40.8% | +23.4% |
| YTD | +19.2% | +140.3% | -121.1% | +0.4% |
| 1Y | +15.0% | +148.3% | -133.4% | -4.1% |
| 3Y | -14.5% | +194.6% | -209.2% | -32.6% |
| 5Y | +4.6% | +609.6% | -605.0% | -35.3% |
| All | +236.3% | +933.4% | -697.1% | +75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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