+199.0%
VLO vs MSCI
+33.6%
+165.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -1.1% |
| 7D | -13.3% | +2.8% | -16.1% | -13.7% |
| 30D | -18.3% | +15.4% | -33.7% | -19.9% |
| 3M | +14.3% | +13.4% | +0.9% | +12.3% |
| 6M | +47.6% | +10.9% | +36.7% | +44.8% |
| YTD | +116.0% | +13.0% | +103.0% | +109.9% |
| 1Y | +101.0% | +12.0% | +89.0% | +95.7% |
| 3Y | +199.0% | +34.1% | +164.9% | +181.5% |
| All | +199.0% | +33.6% | +165.4% | +181.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling