+717.1%
VLO vs NDAQ
+472.5%
+244.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.1% | -2.3% |
| 7D | -9.5% | +2.9% | -12.4% | -10.7% |
| 30D | -19.1% | +17.5% | -36.6% | -24.8% |
| 3M | +11.4% | +15.4% | -4.1% | +4.1% |
| 6M | +46.7% | +24.6% | +22.1% | +31.3% |
| YTD | +118.6% | +14.4% | +104.2% | +101.1% |
| 1Y | +99.9% | +26.9% | +72.9% | +74.1% |
| 3Y | +210.5% | +119.8% | +90.6% | +99.5% |
| 5Y | +432.7% | +70.5% | +362.2% | +283.1% |
| 10Y | +717.1% | +475.8% | +241.3% | +195.0% |
| All | +717.1% | +472.5% | +244.7% | +195.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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