+868.5%
VLO vs URI
+1,150.6%
-282.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.7% |
| 7D | +5.2% | -2.0% | +7.2% | +6.0% |
| 30D | +22.6% | -12.9% | +35.5% | +29.8% |
| 3M | +43.8% | -6.7% | +50.5% | +46.4% |
| 6M | +65.7% | +19.0% | +46.8% | +47.2% |
| YTD | +131.1% | +25.5% | +105.6% | +98.1% |
| 1Y | +143.6% | +5.5% | +138.1% | +124.7% |
| 3Y | +201.4% | +111.3% | +90.1% | +86.7% |
| 5Y | +568.9% | +198.6% | +370.3% | +226.4% |
| All | +868.5% | +1,150.6% | -282.1% | +130.9% |
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