+743.6%
VLO vs MSCI
+799.4%
-55.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.1% | +2.7% |
| 7D | -6.5% | +1.5% | -7.9% | -7.0% |
| 30D | -17.8% | +14.4% | -32.1% | -21.1% |
| 3M | +19.6% | +15.2% | +4.4% | +14.3% |
| 6M | +49.3% | +11.2% | +38.0% | +43.2% |
| YTD | +122.4% | +13.9% | +108.5% | +110.1% |
| 1Y | +107.4% | +12.5% | +94.9% | +96.6% |
| 3Y | +223.1% | +32.3% | +190.8% | +183.6% |
| 5Y | +432.2% | +4.9% | +427.4% | +392.7% |
| 10Y | +743.6% | +779.7% | -36.1% | +219.5% |
| All | +743.6% | +799.4% | -55.7% | +219.5% |
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