+717.1%
VLO vs O
+78.3%
+638.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | -9.5% | +3.5% | -13.1% | -11.3% |
| 30D | -19.1% | +10.4% | -29.6% | -23.5% |
| 3M | +11.4% | -2.4% | +13.8% | +12.4% |
| 6M | +46.7% | -1.2% | +48.0% | +46.5% |
| YTD | +118.6% | +10.4% | +108.2% | +104.2% |
| 1Y | +99.9% | +11.4% | +88.4% | +85.6% |
| 3Y | +210.5% | +40.4% | +170.1% | +145.6% |
| 5Y | +432.7% | +12.1% | +420.5% | +372.6% |
| 10Y | +717.1% | +82.7% | +634.4% | +502.8% |
| All | +717.1% | +78.3% | +638.8% | +502.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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