+13,433.7%
VLO vs A
+457.0%
+12,976.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | +5.2% | -1.9% | +7.1% | +5.7% |
| 30D | +22.6% | +6.9% | +15.7% | +20.3% |
| 3M | +43.8% | +9.2% | +34.5% | +39.8% |
| 6M | +65.7% | +25.7% | +40.1% | +53.8% |
| YTD | +131.1% | +11.5% | +119.6% | +121.0% |
| 1Y | +143.6% | +18.4% | +125.3% | +128.3% |
| 3Y | +201.4% | +26.6% | +174.8% | +173.0% |
| 5Y | +568.9% | -12.8% | +581.7% | +557.1% |
| 10Y | +891.8% | +247.2% | +644.6% | +578.7% |
| All | +13,433.7% | +457.0% | +12,976.7% | +6,653.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling