+743.6%
VLO vs ALB
+38.2%
+705.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +3.0% |
| 7D | -6.5% | +9.5% | -15.9% | -8.8% |
| 30D | -17.8% | -2.1% | -15.6% | -17.7% |
| 3M | +19.6% | -24.1% | +43.7% | +27.2% |
| 6M | +49.3% | -51.0% | +100.3% | +76.8% |
| YTD | +122.4% | -29.3% | +151.7% | +133.0% |
| 1Y | +107.4% | +3.2% | +104.3% | +94.0% |
| 3Y | +223.1% | -9.3% | +232.4% | +181.9% |
| 5Y | +432.2% | -61.6% | +493.8% | +481.8% |
| 10Y | +743.6% | +40.8% | +702.9% | +352.5% |
| All | +743.6% | +38.2% | +705.4% | +352.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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