+36,773.5%
VLO vs EFX
+6,815.2%
+29,958.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.1% |
| 7D | +9.6% | -0.8% | +10.4% | +9.9% |
| 30D | -17.4% | +25.1% | -42.5% | -23.5% |
| 3M | +10.8% | +1.7% | +9.1% | +8.9% |
| 6M | +56.9% | +18.4% | +38.6% | +45.5% |
| YTD | +136.8% | -12.5% | +149.3% | +137.8% |
| 1Y | +120.7% | -8.1% | +128.7% | +117.7% |
| 3Y | +231.9% | +4.8% | +227.1% | +204.5% |
| 5Y | +479.0% | -30.1% | +509.1% | +486.3% |
| 10Y | +792.2% | +81.5% | +710.7% | +527.5% |
| All | +36,773.5% | +6,815.2% | +29,958.3% | +11,888.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 all: compounded portfolio wealth divided by compounded EFX 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…
all analysis · Full analysis span regression · 6 months rolling