+754.3%
VLO vs ALL
+371.2%
+383.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.5% |
| 7D | -0.4% | -2.6% | +2.1% | +1.0% |
| 30D | -16.6% | +12.7% | -29.3% | -22.6% |
| 3M | +12.3% | +0.4% | +11.9% | +11.4% |
| 6M | +47.8% | +23.8% | +24.1% | +28.2% |
| YTD | +126.7% | +27.8% | +98.9% | +90.7% |
| 1Y | +105.4% | +28.9% | +76.5% | +71.5% |
| 3Y | +222.0% | +113.9% | +108.1% | +79.1% |
| 5Y | +449.8% | +157.4% | +292.5% | +142.7% |
| 10Y | +754.3% | +369.0% | +385.3% | +178.4% |
| All | +754.3% | +371.2% | +383.2% | +178.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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