+922.6%
VLO vs EMB
+30.0%
+892.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.4% | +3.4% |
| 7D | +5.8% | +0.3% | +5.5% | +5.4% |
| 30D | +28.3% | -0.5% | +28.8% | +29.0% |
| 3M | +48.7% | +0.3% | +48.4% | +47.9% |
| 6M | +71.9% | +1.2% | +70.7% | +68.2% |
| YTD | +138.7% | +1.5% | +137.2% | +132.7% |
| 1Y | +148.5% | +4.8% | +143.7% | +133.0% |
| 3Y | +192.7% | +30.4% | +162.3% | +110.9% |
| 5Y | +601.6% | +7.3% | +594.4% | +580.6% |
| All | +922.6% | +30.0% | +892.6% | +664.8% |
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