+924.9%
VLO vs MELI
+970.3%
-45.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | +5.3% | -4.1% | +9.4% | +5.8% |
| 30D | +18.2% | +3.8% | +14.5% | +17.6% |
| 3M | +53.3% | +17.8% | +35.5% | +49.8% |
| 6M | +70.4% | +7.4% | +63.0% | +67.5% |
| YTD | +143.4% | -5.8% | +149.2% | +143.0% |
| 1Y | +153.0% | -18.9% | +171.9% | +156.9% |
| 3Y | +195.0% | +33.3% | +161.6% | +175.5% |
| 5Y | +618.8% | +2.7% | +616.1% | +569.4% |
| All | +924.9% | +970.3% | -45.4% | +460.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 MELI 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