+900.2%
VLO vs COO
+43.7%
+856.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.7% | +6.0% | +4.3% |
| 7D | +5.8% | -2.3% | +8.1% | +6.6% |
| 30D | +28.3% | -8.8% | +37.2% | +32.7% |
| 3M | +48.7% | +1.3% | +47.4% | +47.1% |
| 6M | +71.9% | -11.6% | +83.5% | +78.0% |
| YTD | +138.7% | -17.4% | +156.1% | +153.7% |
| 1Y | +148.5% | -1.6% | +150.1% | +144.1% |
| 3Y | +192.7% | -22.6% | +215.3% | +203.6% |
| 5Y | +601.6% | -40.3% | +642.0% | +710.3% |
| 10Y | +900.2% | +45.2% | +855.0% | +691.3% |
| All | +900.2% | +43.7% | +856.5% | +691.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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