+237.9%
INTU vs VLO
+728.0%
-490.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.3% | +1.0% |
| 7D | -1.2% | -9.5% | +8.3% | +0.7% |
| 30D | +12.4% | -19.1% | +31.6% | +17.0% |
| 3M | +2.3% | +11.4% | -9.1% | -0.6% |
| 6M | -13.3% | +46.7% | -60.1% | -20.5% |
| YTD | -47.9% | +118.6% | -166.5% | -56.3% |
| 1Y | -47.2% | +99.9% | -147.0% | -54.9% |
| 3Y | -33.9% | +210.5% | -244.4% | -49.9% |
| 5Y | -41.3% | +432.7% | -474.0% | -62.3% |
| 10Y | +237.9% | +717.1% | -479.2% | +82.8% |
| All | +237.9% | +728.0% | -490.1% | +82.8% |
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