+8,049.0%
VLO vs ASX
+2,948.3%
+5,100.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.4% | -7.8% | -2.8% |
| 7D | -13.3% | -19.9% | +6.6% | -9.3% |
| 30D | -18.3% | -30.9% | +12.6% | -12.3% |
| 3M | +14.3% | -15.1% | +29.4% | +16.3% |
| 6M | +47.6% | -6.5% | +54.1% | +43.3% |
| YTD | +116.0% | +98.4% | +17.5% | +72.1% |
| 1Y | +101.0% | +107.9% | -6.9% | +58.2% |
| 3Y | +199.0% | +325.3% | -126.3% | +90.7% |
| 5Y | +419.0% | +447.3% | -28.3% | +203.0% |
| 10Y | +778.2% | +763.2% | +15.0% | +340.3% |
| All | +8,049.0% | +2,948.3% | +5,100.7% | +2,431.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling