+1,135.9%
VLO vs UUUU
-91.9%
+1,227.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.2% | +3.2% |
| 7D | +5.8% | +2.8% | +2.9% | +5.5% |
| 30D | +28.3% | +3.4% | +24.9% | +27.7% |
| 3M | +48.7% | -3.9% | +52.6% | +48.3% |
| 6M | +71.9% | -23.2% | +95.1% | +73.2% |
| YTD | +138.7% | +0.6% | +138.1% | +131.6% |
| 1Y | +148.5% | +22.9% | +125.6% | +132.3% |
| 3Y | +192.7% | +98.6% | +94.0% | +150.0% |
| 5Y | +601.6% | +130.2% | +471.4% | +468.4% |
| 10Y | +900.2% | +519.5% | +380.7% | +567.5% |
| All | +1,135.9% | -91.9% | +1,227.8% | +708.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling