+12,547.7%
VLO vs A
+546.2%
+12,001.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.8% |
| 7D | -13.3% | -0.1% | -13.3% | -13.3% |
| 30D | -18.3% | +3.4% | -21.7% | -19.1% |
| 3M | +14.3% | +23.8% | -9.5% | +7.6% |
| 6M | +47.6% | +49.0% | -1.4% | +31.1% |
| YTD | +116.0% | +29.4% | +86.6% | +97.9% |
| 1Y | +101.0% | +19.4% | +81.6% | +88.1% |
| 3Y | +199.0% | +66.2% | +132.8% | +151.6% |
| 5Y | +419.0% | +15.8% | +403.2% | +371.8% |
| 10Y | +778.2% | +326.1% | +452.1% | +468.8% |
| All | +12,547.7% | +546.2% | +12,001.5% | +5,947.9% |
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