+145.4%
VLO vs UL
-8.6%
+154.0%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.2% | +1.0% |
| 7D | +6.2% | -3.2% | +9.5% | +5.1% |
| 30D | +23.5% | -0.6% | +24.1% | +23.3% |
| 3M | +53.9% | +9.4% | +44.4% | +59.5% |
| 6M | +81.7% | -4.1% | +85.8% | +84.0% |
| YTD | +142.5% | -2.0% | +144.4% | +147.5% |
| 1Y | +145.4% | -9.0% | +154.4% | +143.9% |
| All | +145.4% | -8.6% | +154.0% | +143.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling