+938.9%
VLO vs LEN
+103.7%
+835.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | +6.2% | -3.4% | +9.6% | +7.3% |
| 30D | +23.5% | -5.7% | +29.1% | +25.5% |
| 3M | +53.9% | -12.2% | +66.1% | +58.5% |
| 6M | +81.7% | -18.3% | +99.9% | +89.4% |
| YTD | +142.5% | -20.2% | +162.7% | +153.0% |
| 1Y | +145.4% | -40.1% | +185.5% | +181.1% |
| 3Y | +197.3% | -26.2% | +223.5% | +204.3% |
| 5Y | +614.6% | -9.8% | +624.4% | +543.5% |
| 10Y | +938.9% | +109.1% | +829.7% | +470.9% |
| All | +938.9% | +103.7% | +835.1% | +470.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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