-11.5%
UNH vs VLO
+190.7%
-202.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.3% | -2.3% | +0.7% |
| 7D | +1.1% | +5.8% | -4.6% | +0.8% |
| 30D | -1.5% | +28.3% | -29.9% | -3.0% |
| 3M | -0.8% | +48.7% | -49.6% | -3.3% |
| 6M | +41.8% | +71.9% | -30.1% | +36.9% |
| YTD | +23.1% | +138.7% | -115.6% | +16.7% |
| 1Y | +28.5% | +148.5% | -119.9% | +21.3% |
| All | -11.5% | +190.7% | -202.2% | -14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling