+900.2%
VLO vs ADM
+158.6%
+741.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.4% | +3.4% |
| 7D | +5.8% | -0.1% | +5.8% | +5.8% |
| 30D | +28.3% | +11.0% | +17.3% | +19.9% |
| 3M | +48.7% | +6.0% | +42.7% | +43.0% |
| 6M | +71.9% | +26.9% | +45.0% | +46.8% |
| YTD | +138.7% | +50.0% | +88.6% | +82.0% |
| 1Y | +148.5% | +39.6% | +108.9% | +97.0% |
| 3Y | +192.7% | +18.5% | +174.1% | +146.8% |
| 5Y | +601.6% | +62.6% | +539.1% | +341.6% |
| 10Y | +900.2% | +162.4% | +737.8% | +324.6% |
| All | +900.2% | +158.6% | +741.5% | +324.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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