+614.6%
VLO vs EOG
+179.2%
+435.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.8% |
| 7D | +6.2% | -1.3% | +7.6% | +7.2% |
| 30D | +23.5% | +3.4% | +20.1% | +20.4% |
| 3M | +53.9% | +7.8% | +46.0% | +44.7% |
| 6M | +81.7% | +13.4% | +68.3% | +65.6% |
| YTD | +142.5% | +43.5% | +99.0% | +86.8% |
| 1Y | +145.4% | +29.7% | +115.8% | +102.7% |
| 3Y | +197.3% | +23.2% | +174.1% | +152.1% |
| 5Y | +614.6% | +176.4% | +438.2% | +250.5% |
| All | +614.6% | +179.2% | +435.4% | +250.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling