+103.3%
VLO vs URI
+32.9%
+70.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.9% | -3.9% | +2.8% |
| 7D | -6.5% | -4.0% | -2.5% | -6.5% |
| 30D | -17.8% | +6.8% | -24.5% | -17.9% |
| 3M | +19.6% | -2.8% | +22.4% | +19.6% |
| 6M | +49.3% | +20.9% | +28.4% | +48.1% |
| YTD | +122.4% | +40.2% | +82.1% | +111.6% |
| All | +103.3% | +32.9% | +70.4% | +97.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling