+223.1%
VLO vs O
+36.9%
+186.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.9% |
| 7D | -6.5% | +3.3% | -9.8% | -6.8% |
| 30D | -17.8% | +10.3% | -28.1% | -18.7% |
| 3M | +19.6% | -3.5% | +23.1% | +20.3% |
| 6M | +49.3% | -1.3% | +50.5% | +49.5% |
| YTD | +122.4% | +10.3% | +112.1% | +117.0% |
| 1Y | +107.4% | +10.4% | +97.0% | +102.4% |
| 3Y | +223.1% | +40.0% | +183.1% | +201.2% |
| All | +223.1% | +36.9% | +186.2% | +201.2% |
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 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