+790.3%
VLO vs A
+302.9%
+487.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.1% |
| 7D | +9.6% | -0.5% | +10.1% | +9.8% |
| 30D | -17.4% | 0.0% | -17.4% | -17.5% |
| 3M | +10.8% | +16.7% | -5.9% | +3.8% |
| 6M | +56.9% | +54.8% | +2.1% | +30.0% |
| YTD | +136.8% | +28.8% | +108.0% | +109.5% |
| 1Y | +120.7% | +19.3% | +101.3% | +101.6% |
| 3Y | +231.9% | +65.5% | +166.4% | +150.2% |
| 5Y | +479.0% | +12.1% | +466.9% | +412.6% |
| All | +790.3% | +302.9% | +487.5% | +279.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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