+938.9%
VLO vs EMB
+29.7%
+909.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.8% |
| 7D | +6.2% | 0.0% | +6.2% | +6.2% |
| 30D | +23.5% | -0.3% | +23.8% | +23.8% |
| 3M | +53.9% | -0.3% | +54.1% | +54.0% |
| 6M | +81.7% | +0.7% | +80.9% | +78.6% |
| YTD | +142.5% | +1.3% | +141.2% | +136.9% |
| 1Y | +145.4% | +4.7% | +140.8% | +130.4% |
| 3Y | +197.3% | +30.1% | +167.2% | +114.7% |
| 5Y | +614.6% | +6.9% | +607.7% | +596.7% |
| 10Y | +938.9% | +30.7% | +908.1% | +678.6% |
| All | +938.9% | +29.7% | +909.2% | +678.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EMB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling