+498.2%
VLO vs LTH
+152.0%
+346.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +1.7% |
| 7D | +6.2% | -4.0% | +10.2% | +6.6% |
| 30D | +23.5% | -1.7% | +25.2% | +23.6% |
| 3M | +53.9% | +28.0% | +25.9% | +50.5% |
| 6M | +81.7% | +54.1% | +27.6% | +73.9% |
| YTD | +142.5% | +57.1% | +85.4% | +131.3% |
| 1Y | +145.4% | +45.8% | +99.7% | +135.7% |
| 3Y | +197.3% | +157.6% | +39.8% | +165.7% |
| All | +498.2% | +152.0% | +346.3% | +425.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded LTH 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling