+743.6%
VLO vs CPB
-39.9%
+783.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.2% | +4.1% | +3.0% |
| 7D | -6.5% | +3.3% | -9.7% | -6.5% |
| 30D | -17.8% | +19.0% | -36.8% | -18.0% |
| 3M | +19.6% | +0.4% | +19.1% | +19.6% |
| 6M | +49.3% | +13.0% | +36.3% | +48.8% |
| YTD | +122.4% | -12.7% | +135.1% | +123.2% |
| 1Y | +107.4% | -20.9% | +128.3% | +109.1% |
| 3Y | +223.1% | -35.4% | +258.5% | +227.8% |
| 5Y | +432.2% | -32.3% | +464.5% | +440.2% |
| 10Y | +743.6% | -40.5% | +784.2% | +775.5% |
| All | +743.6% | -39.9% | +783.6% | +775.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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