+740.7%
GOOGL vs VLO
+933.4%
-192.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.8% |
| 7D | -2.8% | +4.0% | -6.8% | -3.5% |
| 30D | -3.2% | +19.0% | -22.2% | -6.3% |
| 3M | -6.6% | +50.0% | -56.6% | -13.7% |
| 6M | +8.5% | +79.1% | -70.7% | -4.0% |
| YTD | +6.5% | +140.3% | -133.8% | -11.7% |
| 1Y | +39.4% | +148.3% | -108.9% | +14.5% |
| 3Y | +146.2% | +194.6% | -48.4% | +90.8% |
| 5Y | +138.3% | +609.6% | -471.2% | +45.4% |
| All | +740.7% | +933.4% | -192.8% | +367.0% |
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