+3,310.4%
V vs VLO
+1,244.4%
+2,065.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.4% |
| 7D | +2.2% | -13.3% | +15.5% | +6.1% |
| 30D | +13.6% | -18.3% | +31.9% | +19.5% |
| 3M | +14.3% | +14.3% | 0.0% | +9.1% |
| 6M | +33.1% | +47.6% | -14.5% | +17.5% |
| YTD | +21.2% | +116.0% | -94.7% | -5.1% |
| 1Y | +26.4% | +101.0% | -74.6% | +0.8% |
| 3Y | +77.6% | +199.0% | -121.4% | +22.1% |
| 5Y | +102.6% | +419.0% | -316.4% | +11.6% |
| 10Y | +464.4% | +778.2% | -313.8% | +135.9% |
| All | +3,310.4% | +1,244.4% | +2,065.9% | +816.9% |
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 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