+900.2%
VLO vs ALB
+78.9%
+821.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.7% | +2.6% |
| 7D | +5.8% | -4.4% | +10.2% | +7.0% |
| 30D | +28.3% | -1.2% | +29.5% | +28.5% |
| 3M | +48.7% | -13.3% | +62.0% | +53.1% |
| 6M | +71.9% | -19.8% | +91.7% | +78.3% |
| YTD | +138.7% | -7.9% | +146.6% | +135.3% |
| 1Y | +148.5% | +60.2% | +88.3% | +104.9% |
| 3Y | +192.7% | -26.4% | +219.1% | +181.2% |
| 5Y | +601.6% | -42.5% | +644.2% | +575.8% |
| 10Y | +900.2% | +83.0% | +817.2% | +417.1% |
| All | +900.2% | +78.9% | +821.2% | +417.1% |
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