+143.6%
VLO vs EXPE
+40.7%
+103.0%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | -0.2% |
| 7D | +5.2% | -9.5% | +14.7% | +4.2% |
| 30D | +22.6% | -6.6% | +29.2% | +21.9% |
| 3M | +43.8% | +31.4% | +12.4% | +47.5% |
| 6M | +65.7% | +35.2% | +30.6% | +70.2% |
| YTD | +131.1% | +5.8% | +125.3% | +133.4% |
| 1Y | +143.6% | +38.7% | +105.0% | +144.2% |
| All | +143.6% | +40.7% | +103.0% | +144.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 1y: compounded portfolio wealth divided by compounded EXPE 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…
1y analysis · Full analysis span regression · 6 months rolling