+235.3%
INTU vs VLO
+791.1%
-555.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.0% | -3.9% | -1.6% |
| 7D | -3.9% | -6.5% | +2.5% | -2.8% |
| 30D | +11.7% | -17.8% | +29.5% | +15.8% |
| 3M | +4.5% | +19.6% | -15.1% | 0.0% |
| 6M | -13.9% | +49.3% | -63.1% | -21.3% |
| YTD | -48.2% | +122.4% | -170.6% | -56.8% |
| 1Y | -47.1% | +107.4% | -154.6% | -55.3% |
| 3Y | -32.5% | +223.1% | -255.6% | -49.3% |
| 5Y | -42.6% | +432.2% | -474.8% | -63.0% |
| 10Y | +235.3% | +743.6% | -508.4% | +80.5% |
| All | +235.3% | +791.1% | -555.8% | +80.5% |
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