+210.5%
VLO vs URI
+155.7%
+54.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -1.3% |
| 7D | -9.5% | -6.0% | -3.6% | -8.4% |
| 30D | -19.1% | +4.6% | -23.7% | -20.0% |
| 3M | +11.4% | -2.7% | +14.1% | +11.6% |
| 6M | +46.7% | +18.4% | +28.4% | +40.0% |
| YTD | +118.6% | +37.4% | +81.3% | +97.3% |
| 1Y | +99.9% | +30.4% | +69.5% | +83.2% |
| 3Y | +210.5% | +147.9% | +62.6% | +130.7% |
| All | +210.5% | +155.7% | +54.8% | +130.7% |
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 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