+911.8%
VLO vs O
+54.2%
+857.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.4% |
| 7D | +4.0% | -3.5% | +7.5% | +5.9% |
| 30D | +19.0% | -3.3% | +22.3% | +21.0% |
| 3M | +50.0% | -2.8% | +52.8% | +51.9% |
| 6M | +79.1% | -5.8% | +84.9% | +83.5% |
| YTD | +140.3% | +9.4% | +130.9% | +126.7% |
| 1Y | +148.3% | +5.7% | +142.7% | +138.5% |
| 3Y | +194.6% | +27.2% | +167.4% | +148.4% |
| 5Y | +609.6% | +17.2% | +592.4% | +515.7% |
| All | +911.8% | +54.2% | +857.6% | +689.2% |
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