+449.8%
VLO vs LNT
+54.8%
+395.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.6% |
| 7D | -0.4% | -0.2% | -0.2% | -0.4% |
| 30D | -16.6% | +11.6% | -28.2% | -18.2% |
| 3M | +12.3% | +8.2% | +4.1% | +10.7% |
| 6M | +47.8% | +3.1% | +44.7% | +46.6% |
| YTD | +126.7% | +16.8% | +110.0% | +118.5% |
| 1Y | +105.4% | +11.6% | +93.8% | +99.8% |
| 3Y | +222.0% | +67.4% | +154.6% | +186.4% |
| 5Y | +449.8% | +56.8% | +393.1% | +388.3% |
| All | +449.8% | +54.8% | +395.0% | +388.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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