+938.9%
VLO vs IBN
+312.2%
+626.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +2.3% |
| 7D | +6.2% | -5.1% | +11.3% | +8.4% |
| 30D | +23.5% | -3.5% | +27.0% | +25.1% |
| 3M | +53.9% | +11.3% | +42.5% | +46.8% |
| 6M | +81.7% | +4.4% | +77.2% | +76.2% |
| YTD | +142.5% | -1.8% | +144.3% | +140.4% |
| 1Y | +145.4% | -8.0% | +153.4% | +149.3% |
| 3Y | +197.3% | +27.1% | +170.3% | +154.9% |
| 5Y | +614.6% | +54.5% | +560.1% | +444.3% |
| 10Y | +938.9% | +314.2% | +624.6% | +434.1% |
| All | +938.9% | +312.2% | +626.7% | +434.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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