+900.2%
VLO vs CI
+142.6%
+757.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.8% | +5.1% | +4.1% |
| 7D | +5.8% | -2.0% | +7.8% | +6.7% |
| 30D | +28.3% | -1.8% | +30.2% | +29.2% |
| 3M | +48.7% | -4.2% | +53.0% | +50.7% |
| 6M | +71.9% | +2.7% | +69.2% | +67.5% |
| YTD | +138.7% | +1.9% | +136.7% | +133.0% |
| 1Y | +148.5% | -6.3% | +154.7% | +147.3% |
| 3Y | +192.7% | +3.9% | +188.8% | +161.5% |
| 5Y | +601.6% | +41.9% | +559.7% | +404.0% |
| 10Y | +900.2% | +140.4% | +759.8% | +459.8% |
| All | +900.2% | +142.6% | +757.6% | +459.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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