+588.7%
VLO vs UUUU
+79.1%
+509.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.0% | +6.3% | +1.8% |
| 7D | +5.3% | -10.5% | +15.8% | +6.5% |
| 30D | +18.2% | -10.5% | +28.7% | +19.4% |
| 3M | +53.3% | -14.1% | +67.5% | +54.8% |
| 6M | +70.4% | -35.5% | +105.9% | +75.2% |
| YTD | +143.4% | -10.9% | +154.3% | +136.4% |
| 1Y | +153.0% | +3.4% | +149.6% | +135.0% |
| 3Y | +195.0% | +73.1% | +121.8% | +138.8% |
| All | +588.7% | +79.1% | +509.6% | +430.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling