+1,065.3%
VLO vs UAL
+270.3%
+795.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | -9.5% | +12.5% | -22.0% | -11.7% |
| 30D | -19.1% | +12.2% | -31.3% | -21.3% |
| 3M | +11.4% | -2.6% | +13.9% | +11.0% |
| 6M | +46.7% | +21.1% | +25.7% | +38.7% |
| YTD | +118.6% | +7.8% | +110.8% | +108.3% |
| 1Y | +99.9% | +25.4% | +74.5% | +84.2% |
| 3Y | +210.5% | +217.3% | -6.9% | +127.9% |
| 5Y | +432.7% | +132.9% | +299.8% | +300.9% |
| 10Y | +717.1% | +101.1% | +616.0% | +494.7% |
| All | +1,065.3% | +270.3% | +795.0% | +519.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling