+869.5%
VLO vs CB
+219.1%
+650.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +1.4% |
| 7D | +5.2% | +0.5% | +4.7% | +4.8% |
| 30D | +22.6% | -3.1% | +25.7% | +25.2% |
| 3M | +43.8% | +9.0% | +34.8% | +34.0% |
| 6M | +65.7% | +2.9% | +62.9% | +60.3% |
| YTD | +131.1% | +10.1% | +121.0% | +112.0% |
| 1Y | +143.6% | +22.8% | +120.8% | +105.4% |
| 3Y | +201.4% | +73.8% | +127.6% | +87.5% |
| 5Y | +568.9% | +99.2% | +469.7% | +262.9% |
| All | +869.5% | +219.1% | +650.4% | +275.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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