+13,507.3%
GOOGL vs VLO
+4,349.0%
+9,158.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.3% | +5.2% | -7.5% | -3.5% |
| 30D | -6.6% | +22.6% | -29.2% | -11.1% |
| 3M | -8.9% | +43.8% | -52.7% | -17.0% |
| 6M | +11.9% | +65.7% | -53.9% | -2.4% |
| YTD | +8.3% | +131.1% | -122.8% | -13.4% |
| 1Y | +46.2% | +143.6% | -97.4% | +15.0% |
| 3Y | +151.9% | +201.4% | -49.5% | +82.9% |
| 5Y | +137.7% | +568.9% | -431.2% | +34.2% |
| 10Y | +757.6% | +891.8% | -134.3% | +293.2% |
| All | +13,507.3% | +4,349.0% | +9,158.3% | +4,772.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling