+2,856.4%
AVGO vs VLO
+919.7%
+1,936.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.5% |
| 7D | -0.8% | +6.2% | -7.0% | -2.3% |
| 30D | -13.7% | +23.5% | -37.2% | -18.3% |
| 3M | -6.9% | +53.9% | -60.8% | -17.1% |
| 6M | +5.8% | +81.7% | -75.9% | -10.5% |
| YTD | +5.7% | +142.5% | -136.8% | -18.0% |
| 1Y | +9.0% | +145.4% | -136.4% | -16.0% |
| 3Y | +340.5% | +197.3% | +143.2% | +213.4% |
| 5Y | +711.1% | +614.6% | +96.5% | +323.6% |
| 10Y | +2,856.4% | +938.9% | +1,917.5% | +1,239.8% |
| All | +2,856.4% | +919.7% | +1,936.7% | +1,239.8% |
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