+140,402.7%
UNH vs VLO
+36,773.5%
+103,629.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.3% |
| 7D | +3.4% | +9.6% | -6.3% | +1.5% |
| 30D | +3.0% | -17.4% | +20.4% | +6.6% |
| 3M | +2.7% | +10.8% | -8.0% | +0.1% |
| 6M | +2.8% | +56.9% | -54.2% | -6.9% |
| YTD | +25.9% | +136.8% | -110.9% | +4.5% |
| 1Y | +25.8% | +120.7% | -94.9% | +5.7% |
| 3Y | -20.0% | +231.9% | -251.9% | -39.6% |
| 5Y | -2.8% | +479.0% | -481.8% | -36.8% |
| 10Y | +228.7% | +792.2% | -563.5% | +81.0% |
| All | +140,402.7% | +36,773.5% | +103,629.2% | +32,423.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling