+900.2%
VLO vs URI
+1,157.2%
-257.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.5% | +2.7% | +3.0% |
| 7D | +5.8% | +2.5% | +3.2% | +4.6% |
| 30D | +28.3% | -12.5% | +40.9% | +35.7% |
| 3M | +48.7% | -6.2% | +54.9% | +51.1% |
| 6M | +71.9% | +25.9% | +46.0% | +48.8% |
| YTD | +138.7% | +26.2% | +112.5% | +104.1% |
| 1Y | +148.5% | +5.5% | +143.0% | +129.3% |
| 3Y | +192.7% | +125.0% | +67.7% | +75.8% |
| 5Y | +601.6% | +210.4% | +391.2% | +235.3% |
| 10Y | +900.2% | +1,157.2% | -257.0% | +138.0% |
| All | +900.2% | +1,157.2% | -257.0% | +138.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded URI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling