+199.0%
VLO vs URI
+138.8%
+60.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.6% |
| 7D | -13.3% | -9.8% | -3.5% | -11.5% |
| 30D | -18.3% | +1.7% | -20.1% | -18.7% |
| 3M | +14.3% | -9.1% | +23.4% | +16.2% |
| 6M | +47.6% | +9.9% | +37.8% | +43.1% |
| YTD | +116.0% | +31.2% | +84.8% | +96.6% |
| 1Y | +101.0% | +25.9% | +75.1% | +85.2% |
| 3Y | +199.0% | +147.4% | +51.6% | +118.2% |
| All | +199.0% | +138.8% | +60.3% | +118.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling