+743.6%
VLO vs EMB
+30.9%
+712.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.6% | +2.3% | +2.3% |
| 7D | -6.5% | +0.8% | -7.3% | -7.3% |
| 30D | -17.8% | +1.5% | -19.3% | -19.2% |
| 3M | +19.6% | -1.9% | +21.5% | +21.9% |
| 6M | +49.3% | -1.6% | +50.9% | +51.2% |
| YTD | +122.4% | 0.0% | +122.4% | +119.8% |
| 1Y | +107.4% | +1.1% | +106.4% | +102.4% |
| 3Y | +223.1% | +30.9% | +192.2% | +130.1% |
| 5Y | +432.2% | +7.1% | +425.2% | +413.4% |
| 10Y | +743.6% | +31.1% | +712.5% | +544.3% |
| All | +743.6% | +30.9% | +712.8% | +544.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling