+105.4%
VLO vs URA
-26.7%
+132.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.8% |
| 7D | -0.4% | +2.9% | -3.3% | -0.3% |
| 30D | -16.6% | -10.8% | -5.8% | -17.0% |
| 3M | +12.3% | -25.5% | +37.8% | +11.0% |
| 6M | +47.8% | -41.2% | +89.1% | +46.4% |
| YTD | +126.7% | -21.3% | +148.0% | +114.5% |
| 1Y | +105.4% | -25.7% | +131.1% | +95.4% |
| All | +105.4% | -26.7% | +132.1% | +95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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