+790.3%
VLO vs EOG
+141.0%
+649.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.2% |
| 7D | +9.6% | +7.6% | +2.0% | +4.6% |
| 30D | -17.4% | +3.4% | -20.8% | -19.1% |
| 3M | +10.8% | +12.7% | -1.9% | +2.4% |
| 6M | +56.9% | +19.0% | +37.9% | +39.5% |
| YTD | +136.8% | +55.6% | +81.2% | +77.8% |
| 1Y | +120.7% | +49.5% | +71.1% | +69.8% |
| 3Y | +231.9% | +43.2% | +188.8% | +161.9% |
| 5Y | +479.0% | +111.8% | +367.2% | +252.6% |
| All | +790.3% | +141.0% | +649.4% | +330.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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