+313.7%
IVV vs VLO
+902.9%
-589.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -3.9% | -1.3% |
| 7D | +0.5% | +5.8% | -5.3% | -0.7% |
| 30D | -1.0% | +28.3% | -29.3% | -6.1% |
| 3M | +3.9% | +48.7% | -44.9% | -4.8% |
| 6M | +14.5% | +71.9% | -57.4% | +1.0% |
| YTD | +12.9% | +138.7% | -125.8% | -7.8% |
| 1Y | +19.4% | +148.5% | -129.1% | -3.8% |
| 3Y | +78.8% | +192.7% | -113.9% | +35.8% |
| 5Y | +82.2% | +601.6% | -519.4% | +7.6% |
| 10Y | +313.7% | +900.2% | -586.5% | +109.7% |
| All | +313.7% | +902.9% | -589.2% | +109.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling