+659.2%
VLO vs OPEN
-72.1%
+731.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +1.6% |
| 7D | +6.2% | -2.9% | +9.2% | +6.3% |
| 30D | +23.5% | -13.8% | +37.3% | +23.9% |
| 3M | +53.9% | -30.9% | +84.7% | +55.0% |
| 6M | +81.7% | -40.9% | +122.6% | +83.4% |
| YTD | +142.5% | -48.5% | +191.0% | +145.2% |
| 1Y | +145.4% | -50.9% | +196.3% | +146.1% |
| 3Y | +197.3% | -20.6% | +218.0% | +183.7% |
| 5Y | +614.6% | -84.2% | +698.8% | +580.8% |
| All | +659.2% | -72.1% | +731.2% | +584.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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