+754.3%
VLO vs URI
+1,243.8%
-489.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.2% | -0.4% | +1.9% |
| 7D | -0.4% | +2.4% | -2.8% | -1.6% |
| 30D | -16.6% | +8.9% | -25.5% | -20.0% |
| 3M | +12.3% | +0.8% | +11.5% | +10.8% |
| 6M | +47.8% | +23.1% | +24.7% | +31.7% |
| YTD | +126.7% | +43.1% | +83.7% | +81.9% |
| 1Y | +105.4% | +35.7% | +69.7% | +68.6% |
| 3Y | +222.0% | +158.2% | +63.8% | +80.2% |
| 5Y | +449.8% | +212.6% | +237.3% | +161.7% |
| 10Y | +754.3% | +1,210.8% | -456.4% | +112.1% |
| All | +754.3% | +1,243.8% | -489.4% | +112.1% |
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