+1,744.2%
TER vs VLO
+902.9%
+841.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.3% | +0.9% | +3.2% |
| 7D | +11.0% | +5.8% | +5.2% | +9.1% |
| 30D | -1.9% | +28.3% | -30.2% | -9.0% |
| 3M | -0.7% | +48.7% | -49.4% | -12.0% |
| 6M | +36.4% | +71.9% | -35.5% | +13.2% |
| YTD | +92.4% | +138.7% | -46.2% | +43.6% |
| 1Y | +213.5% | +148.5% | +65.1% | +130.6% |
| 3Y | +277.2% | +192.7% | +84.6% | +157.3% |
| 5Y | +219.1% | +601.6% | -382.5% | +57.2% |
| 10Y | +1,744.2% | +900.2% | +844.1% | +677.3% |
| All | +1,744.2% | +902.9% | +841.4% | +677.3% |
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 2016-09-08 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling