+231.9%
VLO vs OPEN
-42.5%
+274.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.6% | +4.9% | +1.4% |
| 7D | +9.6% | -15.0% | +24.6% | +10.0% |
| 30D | -17.4% | -40.2% | +22.8% | -16.6% |
| 3M | +10.8% | -67.4% | +78.2% | +13.4% |
| 6M | +56.9% | -74.0% | +131.0% | +61.4% |
| YTD | +136.8% | -79.6% | +216.4% | +144.3% |
| 1Y | +120.7% | -86.1% | +206.8% | +129.7% |
| 3Y | +231.9% | -41.4% | +273.3% | +187.5% |
| All | +231.9% | -42.5% | +274.4% | +187.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling