+778.9%
VLO vs EMB
+36.8%
+742.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +4.0% |
| 7D | +6.8% | -0.7% | +7.4% | +7.5% |
| 30D | -17.9% | +0.5% | -18.4% | -18.5% |
| 3M | +13.5% | -2.5% | +16.0% | +16.4% |
| 6M | +53.0% | -2.0% | +55.1% | +55.7% |
| YTD | +133.7% | -0.9% | +134.6% | +133.1% |
| 1Y | +115.7% | -0.3% | +116.0% | +113.5% |
| 3Y | +231.9% | +29.2% | +202.7% | +138.1% |
| 5Y | +471.6% | +7.4% | +464.1% | +445.5% |
| All | +778.9% | +36.8% | +742.1% | +509.6% |
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 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