+743.6%
VLO vs ASX
+849.3%
-105.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.6% | -5.7% | +0.8% |
| 7D | -6.5% | -12.3% | +5.8% | -3.9% |
| 30D | -17.8% | -26.0% | +8.2% | -12.5% |
| 3M | +19.6% | -8.1% | +27.7% | +19.2% |
| 6M | +49.3% | +1.4% | +47.9% | +40.0% |
| YTD | +122.4% | +115.6% | +6.8% | +60.7% |
| 1Y | +107.4% | +128.0% | -20.6% | +46.8% |
| 3Y | +223.1% | +371.4% | -148.3% | +67.4% |
| 5Y | +432.2% | +469.4% | -37.2% | +145.0% |
| 10Y | +743.6% | +842.6% | -99.0% | +175.2% |
| All | +743.6% | +849.3% | -105.7% | +175.2% |
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