+743.6%
VLO vs UAL
+106.7%
+637.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.8% | -3.8% | +1.0% |
| 7D | -6.5% | +10.2% | -16.7% | -9.3% |
| 30D | -17.8% | +12.0% | -29.8% | -21.0% |
| 3M | +19.6% | -7.1% | +26.7% | +20.6% |
| 6M | +49.3% | +20.9% | +28.4% | +36.6% |
| YTD | +122.4% | +7.7% | +114.7% | +106.0% |
| 1Y | +107.4% | +23.6% | +83.9% | +82.6% |
| 3Y | +223.1% | +222.6% | +0.5% | +86.3% |
| 5Y | +432.2% | +127.9% | +304.3% | +222.8% |
| 10Y | +743.6% | +100.2% | +643.4% | +380.1% |
| All | +743.6% | +106.7% | +637.0% | +380.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling