+754.3%
VLO vs MPC
+1,145.2%
-390.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.4% | +0.3% | +0.7% |
| 7D | -0.4% | +2.6% | -3.0% | -2.7% |
| 30D | -16.6% | -12.2% | -4.4% | -6.5% |
| 3M | +12.3% | +20.1% | -7.8% | -4.1% |
| 6M | +47.8% | +60.6% | -12.8% | -2.0% |
| YTD | +126.7% | +150.6% | -23.8% | +2.2% |
| 1Y | +105.4% | +104.7% | +0.7% | +10.2% |
| 3Y | +222.0% | +194.5% | +27.5% | +25.8% |
| 5Y | +449.8% | +582.3% | -132.4% | +8.9% |
| 10Y | +754.3% | +1,135.3% | -380.9% | +11.3% |
| All | +754.3% | +1,145.2% | -390.9% | +11.3% |
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