+743.6%
VLO vs URI
+1,313.6%
-570.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.9% | -3.9% | 0.0% |
| 7D | -6.5% | -4.0% | -2.5% | -4.9% |
| 30D | -17.8% | +6.8% | -24.5% | -20.5% |
| 3M | +19.6% | -2.8% | +22.4% | +19.9% |
| 6M | +49.3% | +20.9% | +28.4% | +34.0% |
| YTD | +122.4% | +40.2% | +82.1% | +79.9% |
| 1Y | +107.4% | +34.1% | +73.4% | +71.1% |
| 3Y | +223.1% | +164.1% | +58.9% | +78.4% |
| 5Y | +432.2% | +199.3% | +232.9% | +158.9% |
| 10Y | +743.6% | +1,218.8% | -475.2% | +116.5% |
| All | +743.6% | +1,313.6% | -570.0% | +116.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling