+72,065.9%
MU vs VLO
+33,533.0%
+38,532.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.4% | +6.5% | +5.6% |
| 7D | -22.0% | -13.3% | -8.7% | -17.3% |
| 30D | -36.6% | -18.3% | -18.3% | -31.7% |
| 3M | -21.7% | +14.3% | -36.1% | -26.4% |
| 6M | +3.5% | +47.6% | -44.1% | -12.5% |
| YTD | +141.9% | +116.0% | +26.0% | +71.8% |
| 1Y | +189.8% | +101.0% | +88.8% | +112.1% |
| 3Y | +855.4% | +199.0% | +656.4% | +489.0% |
| 5Y | +869.2% | +419.0% | +450.1% | +350.0% |
| 10Y | +4,142.8% | +778.2% | +3,364.6% | +1,335.6% |
| All | +72,065.9% | +33,533.0% | +38,532.9% | +6,073.6% |
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 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