+432.2%
VLO vs O
+11.2%
+421.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.8% |
| 7D | -6.5% | +3.3% | -9.8% | -7.2% |
| 30D | -17.8% | +10.3% | -28.1% | -19.7% |
| 3M | +19.6% | -3.5% | +23.1% | +20.6% |
| 6M | +49.3% | -1.3% | +50.5% | +49.4% |
| YTD | +122.4% | +10.3% | +112.1% | +114.9% |
| 1Y | +107.4% | +10.4% | +97.0% | +100.4% |
| 3Y | +223.1% | +40.0% | +183.1% | +185.3% |
| 5Y | +432.2% | +12.4% | +419.9% | +408.9% |
| All | +432.2% | +11.2% | +421.0% | +408.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling