+84.8%
MRK vs VLO
+143.4%
-58.5%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +1.3% | +5.2% | -3.9% | +1.6% |
| 30D | +17.1% | +22.6% | -5.5% | +18.1% |
| 3M | +25.9% | +43.8% | -17.9% | +27.5% |
| 6M | +26.8% | +65.7% | -38.9% | +28.7% |
| YTD | +44.9% | +131.1% | -86.2% | +43.8% |
| 1Y | +84.8% | +143.6% | -58.8% | +90.5% |
| All | +84.8% | +143.4% | -58.5% | +90.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling