+614.6%
VLO vs LNT
+31.1%
+583.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.8% |
| 7D | +6.2% | +0.2% | +6.1% | +6.2% |
| 30D | +23.5% | -0.5% | +24.0% | +23.6% |
| 3M | +53.9% | -5.5% | +59.4% | +55.1% |
| 6M | +81.7% | -3.8% | +85.5% | +82.2% |
| YTD | +142.5% | +6.8% | +135.6% | +137.8% |
| 1Y | +145.4% | +9.3% | +136.1% | +139.5% |
| 3Y | +197.3% | +47.9% | +149.4% | +172.6% |
| 5Y | +614.6% | +31.6% | +583.0% | +565.6% |
| All | +614.6% | +31.1% | +583.5% | +565.6% |
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