+900.2%
VLO vs ASX
+918.4%
-18.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.1% | -2.8% | +1.6% |
| 7D | +5.8% | +6.3% | -0.5% | +4.0% |
| 30D | +28.3% | +6.4% | +21.9% | +25.8% |
| 3M | +48.7% | +13.1% | +35.6% | +40.3% |
| 6M | +71.9% | +90.3% | -18.4% | +35.0% |
| YTD | +138.7% | +149.6% | -11.0% | +69.8% |
| 1Y | +148.5% | +249.2% | -100.7% | +56.3% |
| 3Y | +192.7% | +445.9% | -253.2% | +49.1% |
| 5Y | +601.6% | +477.7% | +123.9% | +233.8% |
| 10Y | +900.2% | +913.4% | -13.2% | +229.5% |
| All | +900.2% | +918.4% | -18.2% | +229.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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