+780.7%
GOOG vs VLO
+946.8%
-166.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.3% |
| 7D | 0.0% | +5.3% | -5.3% | -0.9% |
| 30D | -2.0% | +18.2% | -20.2% | -5.0% |
| 3M | -5.9% | +53.3% | -59.2% | -13.3% |
| 6M | +8.9% | +70.4% | -61.5% | -2.5% |
| YTD | +7.1% | +143.4% | -136.3% | -11.3% |
| 1Y | +39.7% | +153.0% | -113.3% | +14.4% |
| 3Y | +145.8% | +195.0% | -49.1% | +90.9% |
| 5Y | +138.6% | +618.8% | -480.2% | +45.6% |
| All | +780.7% | +946.8% | -166.1% | +389.0% |
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