+471.6%
VLO vs URI
+209.3%
+262.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.1% | +3.4% |
| 7D | +6.8% | +9.3% | -2.6% | +4.2% |
| 30D | -17.9% | +7.6% | -25.5% | -19.7% |
| 3M | +13.5% | +1.0% | +12.5% | +12.7% |
| 6M | +53.0% | +19.8% | +33.2% | +43.4% |
| YTD | +133.7% | +41.9% | +91.9% | +103.3% |
| 1Y | +115.7% | +33.4% | +82.3% | +91.4% |
| 3Y | +231.9% | +156.0% | +75.9% | +122.2% |
| 5Y | +471.6% | +209.5% | +262.0% | +246.8% |
| All | +471.6% | +209.3% | +262.2% | +246.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling