+911.8%
VLO vs UUUU
+495.2%
+416.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | -0.1% |
| 7D | +4.0% | -5.0% | +9.0% | +4.7% |
| 30D | +19.0% | -7.8% | +26.8% | +19.9% |
| 3M | +50.0% | -0.4% | +50.4% | +48.7% |
| 6M | +79.1% | -32.9% | +112.0% | +84.2% |
| YTD | +140.3% | -6.3% | +146.5% | +132.0% |
| 1Y | +148.3% | +7.9% | +140.4% | +129.2% |
| 3Y | +194.6% | +85.2% | +109.4% | +135.8% |
| 5Y | +609.6% | +97.0% | +512.6% | +428.3% |
| All | +911.8% | +495.2% | +416.6% | +420.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling