+43.5%
TJX vs VLO
+192.7%
-149.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.2% |
| 7D | -4.4% | +4.0% | -8.3% | -4.3% |
| 30D | -18.6% | +19.0% | -37.6% | -18.5% |
| 3M | -24.4% | +50.0% | -74.3% | -24.2% |
| 6M | -20.2% | +79.1% | -99.4% | -20.8% |
| YTD | -16.9% | +140.3% | -157.2% | -18.9% |
| 1Y | -8.5% | +148.3% | -156.8% | -11.0% |
| All | +43.5% | +192.7% | -149.2% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling