+16.0%
BABA vs VLO
+749.3%
-733.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -1.8% |
| 7D | -3.6% | -0.4% | -3.1% | -3.6% |
| 30D | -8.4% | -16.6% | +8.2% | -5.7% |
| 3M | -20.6% | +12.3% | -32.9% | -22.9% |
| 6M | -25.4% | +47.8% | -73.2% | -31.3% |
| YTD | -30.1% | +126.7% | -156.8% | -41.6% |
| 1Y | -36.3% | +105.4% | -141.6% | -45.7% |
| 3Y | +30.4% | +222.0% | -191.6% | +0.1% |
| 5Y | -35.7% | +449.8% | -485.6% | -56.5% |
| 10Y | +16.0% | +754.3% | -738.3% | -30.8% |
| All | +16.0% | +749.3% | -733.3% | -30.8% |
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