+743.6%
VLO vs MPC
+1,165.8%
-422.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.6% | -1.6% | -1.0% |
| 7D | -6.5% | -9.4% | +2.9% | +1.7% |
| 30D | -17.8% | -14.3% | -3.4% | -5.8% |
| 3M | +19.6% | +31.1% | -11.5% | -5.6% |
| 6M | +49.3% | +60.3% | -11.0% | -0.9% |
| YTD | +122.4% | +142.5% | -20.1% | +3.2% |
| 1Y | +107.4% | +104.6% | +2.9% | +11.4% |
| 3Y | +223.1% | +191.7% | +31.4% | +27.3% |
| 5Y | +432.2% | +549.2% | -117.0% | +9.9% |
| 10Y | +743.6% | +1,106.2% | -362.6% | +13.2% |
| All | +743.6% | +1,165.8% | -422.1% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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