+105.4%
VLO vs URI
+36.3%
+69.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.2% | -0.4% | +3.5% |
| 7D | -0.4% | +2.6% | -3.0% | -0.6% |
| 30D | -16.6% | +9.1% | -25.7% | -16.8% |
| 3M | +12.3% | +1.0% | +11.3% | +12.1% |
| 6M | +47.8% | +23.3% | +24.5% | +46.5% |
| YTD | +126.7% | +43.3% | +83.4% | +115.5% |
| 1Y | +105.4% | +35.9% | +69.4% | +98.7% |
| All | +105.4% | +36.3% | +69.0% | +98.7% |
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