+564.1%
AMZN vs VLO
+919.7%
-355.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.0% |
| 7D | -1.0% | +6.2% | -7.3% | -1.8% |
| 30D | -9.2% | +23.5% | -32.7% | -11.9% |
| 3M | +3.4% | +53.9% | -50.5% | -2.8% |
| 6M | +18.2% | +81.7% | -63.4% | +7.9% |
| YTD | +9.3% | +142.5% | -133.1% | -4.7% |
| 1Y | +5.9% | +145.4% | -139.5% | -8.0% |
| 3Y | +82.6% | +197.3% | -114.7% | +52.1% |
| 5Y | +44.9% | +614.6% | -569.7% | +5.4% |
| 10Y | +564.1% | +938.9% | -374.8% | +364.7% |
| All | +564.1% | +919.7% | -355.7% | +364.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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