+132.5%
GOOGL vs VLO
+619.0%
-486.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.4% |
| 7D | -1.9% | +6.2% | -8.1% | -2.4% |
| 30D | -7.5% | +23.5% | -31.0% | -9.3% |
| 3M | -9.2% | +53.9% | -63.0% | -13.0% |
| 6M | +8.1% | +81.7% | -73.6% | +0.9% |
| YTD | +5.8% | +142.5% | -136.6% | -5.5% |
| 1Y | +38.3% | +145.4% | -107.1% | +23.1% |
| 3Y | +144.8% | +197.3% | -52.6% | +107.9% |
| 5Y | +132.5% | +614.6% | -482.1% | +72.4% |
| All | +132.5% | +619.0% | -486.5% | +72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling