+900.2%
VLO vs UAL
+103.3%
+796.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.8% | +6.1% | +4.1% |
| 7D | +5.8% | +3.5% | +2.3% | +4.6% |
| 30D | +28.3% | -16.5% | +44.8% | +34.9% |
| 3M | +48.7% | +2.8% | +46.0% | +45.4% |
| 6M | +71.9% | +17.6% | +54.3% | +57.1% |
| YTD | +138.7% | -3.2% | +141.9% | +130.3% |
| 1Y | +148.5% | +0.4% | +148.0% | +134.4% |
| 3Y | +192.7% | +128.2% | +64.5% | +91.1% |
| 5Y | +601.6% | +137.7% | +463.9% | +314.4% |
| 10Y | +900.2% | +99.1% | +801.1% | +464.5% |
| All | +900.2% | +103.3% | +796.8% | +464.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded UAL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling