+3,812.0%
MRK vs VLO
+35,889.1%
-32,077.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +1.3% | +5.2% | -3.9% | +0.6% |
| 30D | +17.1% | +22.6% | -5.5% | +13.7% |
| 3M | +25.9% | +43.8% | -17.9% | +19.3% |
| 6M | +26.8% | +65.7% | -38.9% | +17.1% |
| YTD | +44.9% | +131.1% | -86.2% | +27.3% |
| 1Y | +84.8% | +143.6% | -58.8% | +60.7% |
| 3Y | +50.1% | +201.4% | -151.3% | +24.4% |
| 5Y | +127.4% | +568.9% | -441.5% | +62.7% |
| 10Y | +240.0% | +891.8% | -651.8% | +114.5% |
| All | +3,812.0% | +35,889.1% | -32,077.1% | +1,179.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling