+21,889.8%
VLO vs ALL
+3,667.9%
+18,222.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.4% | +0.6% |
| 7D | +5.2% | 0.0% | +5.2% | +5.2% |
| 30D | +22.6% | -1.5% | +24.1% | +23.2% |
| 3M | +43.8% | +23.6% | +20.1% | +30.8% |
| 6M | +65.7% | +22.3% | +43.4% | +51.1% |
| YTD | +131.1% | +26.5% | +104.6% | +107.0% |
| 1Y | +143.6% | +27.0% | +116.6% | +117.2% |
| 3Y | +201.4% | +149.6% | +51.8% | +96.1% |
| 5Y | +568.9% | +118.1% | +450.8% | +349.8% |
| 10Y | +891.8% | +369.0% | +522.8% | +406.0% |
| All | +21,889.8% | +3,667.9% | +18,222.0% | +7,028.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling