+432.7%
VLO vs UL
+31.7%
+401.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | -9.5% | +2.6% | -12.1% | -9.3% |
| 30D | -19.1% | +6.8% | -25.9% | -18.7% |
| 3M | +11.4% | +5.7% | +5.6% | +11.9% |
| 6M | +46.7% | +15.9% | +30.9% | +48.3% |
| YTD | +118.6% | +4.3% | +114.4% | +120.9% |
| 1Y | +99.9% | -0.4% | +100.3% | +102.1% |
| 3Y | +210.5% | +35.0% | +175.5% | +204.9% |
| 5Y | +432.7% | +31.6% | +401.1% | +421.5% |
| All | +432.7% | +31.7% | +401.0% | +421.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling