+900.2%
VLO vs MSCI
+594.9%
+305.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.8% | +7.0% | +4.4% |
| 7D | +5.8% | -2.1% | +7.8% | +6.4% |
| 30D | +28.3% | -1.7% | +30.1% | +28.9% |
| 3M | +48.7% | -8.2% | +57.0% | +51.6% |
| 6M | +71.9% | -2.4% | +74.3% | +71.4% |
| YTD | +138.7% | -2.8% | +141.5% | +136.8% |
| 1Y | +148.5% | -2.7% | +151.1% | +145.2% |
| 3Y | +192.7% | +7.3% | +185.4% | +173.9% |
| 5Y | +601.6% | -11.4% | +613.0% | +581.3% |
| 10Y | +900.2% | +605.8% | +294.4% | +295.4% |
| All | +900.2% | +594.9% | +305.3% | +295.4% |
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