+900.2%
VLO vs B
+186.6%
+713.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.5% | +4.7% | +3.3% |
| 7D | +5.8% | +2.3% | +3.4% | +5.6% |
| 30D | +28.3% | +1.4% | +27.0% | +28.1% |
| 3M | +48.7% | +12.2% | +36.6% | +47.6% |
| 6M | +71.9% | -2.1% | +74.0% | +71.7% |
| YTD | +138.7% | +2.9% | +135.7% | +137.2% |
| 1Y | +148.5% | +55.3% | +93.2% | +139.7% |
| 3Y | +192.7% | +198.7% | -6.0% | +169.3% |
| 5Y | +601.6% | +153.8% | +447.9% | +548.5% |
| 10Y | +900.2% | +193.4% | +706.8% | +821.7% |
| All | +900.2% | +186.6% | +713.6% | +821.7% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded B 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling