+8,619.9%
VLO vs ASX
+3,515.0%
+5,104.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +5.2% | -0.7% | +5.9% | +5.4% |
| 30D | +22.6% | +2.0% | +20.6% | +21.8% |
| 3M | +43.8% | -1.3% | +45.1% | +41.4% |
| 6M | +65.7% | +71.4% | -5.7% | +40.6% |
| YTD | +131.1% | +135.3% | -4.2% | +80.3% |
| 1Y | +143.6% | +267.5% | -123.8% | +69.0% |
| 3Y | +201.4% | +388.5% | -187.1% | +89.4% |
| 5Y | +568.9% | +417.1% | +151.8% | +302.9% |
| 10Y | +891.8% | +872.7% | +19.1% | +392.2% |
| All | +8,619.9% | +3,515.0% | +5,104.9% | +2,552.7% |
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