+3,763.3%
MRK vs VLO
+37,066.7%
-33,303.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.3% | -4.5% | -1.7% |
| 7D | -0.9% | +5.8% | -6.7% | -1.7% |
| 30D | +15.5% | +28.3% | -12.9% | +11.4% |
| 3M | +25.1% | +48.7% | -23.6% | +17.9% |
| 6M | +30.1% | +71.9% | -41.8% | +19.5% |
| YTD | +43.1% | +138.7% | -95.6% | +25.1% |
| 1Y | +82.5% | +148.5% | -66.0% | +58.2% |
| 3Y | +49.3% | +192.7% | -143.3% | +24.3% |
| 5Y | +130.3% | +601.6% | -471.4% | +63.5% |
| 10Y | +234.3% | +900.2% | -665.8% | +110.7% |
| All | +3,763.3% | +37,066.7% | -33,303.3% | +1,157.6% |
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 1990-01-01 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling