+938.9%
VLO vs EIX
+19.9%
+918.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.2% | +4.8% | +2.6% |
| 7D | +6.2% | +4.1% | +2.2% | +4.8% |
| 30D | +23.5% | -15.3% | +38.8% | +27.8% |
| 3M | +53.9% | -18.4% | +72.3% | +60.8% |
| 6M | +81.7% | -16.8% | +98.5% | +87.5% |
| YTD | +142.5% | -0.6% | +143.0% | +132.7% |
| 1Y | +145.4% | +10.7% | +134.8% | +124.8% |
| 3Y | +197.3% | -4.5% | +201.8% | +179.0% |
| 5Y | +614.6% | +24.0% | +590.6% | +481.6% |
| 10Y | +938.9% | +22.9% | +916.0% | +689.0% |
| All | +938.9% | +19.9% | +918.9% | +689.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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