+211.4%
NXPI vs VLO
+919.7%
-708.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.8% |
| 7D | -2.3% | +6.2% | -8.5% | -4.2% |
| 30D | -4.3% | +23.5% | -27.8% | -10.8% |
| 3M | -24.7% | +53.9% | -78.5% | -35.0% |
| 6M | +9.7% | +81.7% | -71.9% | -11.2% |
| YTD | +3.8% | +142.5% | -138.7% | -24.4% |
| 1Y | +1.6% | +145.4% | -143.8% | -26.6% |
| 3Y | +16.0% | +197.3% | -181.3% | -23.4% |
| 5Y | +16.1% | +614.6% | -598.5% | -46.2% |
| 10Y | +211.4% | +938.9% | -727.5% | +67.9% |
| All | +211.4% | +919.7% | -708.4% | +67.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling