+754.3%
VLO vs MSCI
+809.1%
-54.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.5% |
| 7D | -0.4% | -1.9% | +1.4% | +0.1% |
| 30D | -16.6% | +16.5% | -33.0% | -20.4% |
| 3M | +12.3% | +18.2% | -5.9% | +6.5% |
| 6M | +47.8% | +14.0% | +33.9% | +40.8% |
| YTD | +126.7% | +16.6% | +110.1% | +112.7% |
| 1Y | +105.4% | +14.8% | +90.5% | +93.5% |
| 3Y | +222.0% | +33.3% | +188.7% | +182.2% |
| 5Y | +449.8% | +9.1% | +440.8% | +402.0% |
| 10Y | +754.3% | +820.4% | -66.0% | +214.5% |
| All | +754.3% | +809.1% | -54.8% | +214.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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