+192.7%
VLO vs O
+30.3%
+162.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.6% | +3.3% |
| 7D | +5.8% | -0.6% | +6.3% | +5.8% |
| 30D | +28.3% | -2.0% | +30.3% | +28.6% |
| 3M | +48.7% | +3.0% | +45.7% | +48.0% |
| 6M | +71.9% | -3.6% | +75.6% | +72.6% |
| YTD | +138.7% | +12.1% | +126.6% | +133.1% |
| 1Y | +148.5% | +8.9% | +139.6% | +143.7% |
| 3Y | +192.7% | +30.3% | +162.3% | +161.1% |
| All | +192.7% | +30.3% | +162.4% | +161.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling