+3,333.6%
VLO vs MXL
+270.5%
+3,063.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.0% | -2.7% | +2.3% |
| 7D | +5.8% | +15.5% | -9.7% | +3.3% |
| 30D | +28.3% | -11.3% | +39.6% | +29.9% |
| 3M | +48.7% | -16.1% | +64.8% | +46.7% |
| 6M | +71.9% | +323.0% | -251.1% | +16.5% |
| YTD | +138.7% | +281.5% | -142.9% | +63.9% |
| 1Y | +148.5% | +319.3% | -170.8% | +65.4% |
| 3Y | +192.7% | +189.4% | +3.3% | +86.8% |
| 5Y | +601.6% | +26.0% | +575.6% | +401.2% |
| 10Y | +900.2% | +243.5% | +656.7% | +392.8% |
| All | +3,333.6% | +270.5% | +3,063.1% | +1,383.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MXL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling