+217.8%
VLO vs MSCI
+34.4%
+183.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.6% |
| 7D | -0.4% | -1.9% | +1.4% | -0.2% |
| 30D | -16.6% | +16.5% | -33.0% | -18.3% |
| 3M | +12.3% | +18.2% | -5.9% | +9.6% |
| 6M | +47.8% | +14.0% | +33.9% | +44.5% |
| YTD | +126.7% | +16.6% | +110.1% | +119.4% |
| 1Y | +105.4% | +14.8% | +90.5% | +99.3% |
| All | +217.8% | +34.4% | +183.5% | +193.9% |
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