+609.6%
VLO vs MELI
+0.1%
+609.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.0% |
| 7D | +4.0% | -4.3% | +8.2% | +4.3% |
| 30D | +19.0% | -1.7% | +20.7% | +19.1% |
| 3M | +50.0% | +20.0% | +30.0% | +47.3% |
| 6M | +79.1% | +9.4% | +69.7% | +76.7% |
| YTD | +140.3% | -5.4% | +145.6% | +140.3% |
| 1Y | +148.3% | -18.8% | +167.2% | +151.7% |
| 3Y | +194.6% | +33.5% | +161.2% | +181.0% |
| 5Y | +609.6% | +3.2% | +606.4% | +571.9% |
| All | +609.6% | +0.1% | +609.5% | +571.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling