+938.9%
VLO vs NDAQ
+374.8%
+564.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.0% |
| 7D | +6.2% | -1.6% | +7.8% | +6.9% |
| 30D | +23.5% | -1.5% | +25.0% | +24.2% |
| 3M | +53.9% | +8.0% | +45.8% | +47.3% |
| 6M | +81.7% | +7.7% | +73.9% | +72.9% |
| YTD | +142.5% | -2.3% | +144.8% | +139.9% |
| 1Y | +145.4% | +0.6% | +144.9% | +138.3% |
| 3Y | +197.3% | +90.9% | +106.4% | +102.8% |
| 5Y | +614.6% | +52.5% | +562.1% | +433.0% |
| 10Y | +938.9% | +380.3% | +558.6% | +299.5% |
| All | +938.9% | +374.8% | +564.1% | +299.5% |
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