+223.1%
VLO vs OPEN
-35.0%
+258.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.3% | +3.0% |
| 7D | -6.5% | -21.7% | +15.2% | -6.1% |
| 30D | -17.8% | -36.5% | +18.7% | -17.0% |
| 3M | +19.6% | -59.5% | +79.1% | +21.9% |
| 6M | +49.3% | -71.9% | +121.1% | +53.4% |
| YTD | +122.4% | -75.8% | +198.2% | +128.7% |
| 1Y | +107.4% | -78.5% | +186.0% | +113.5% |
| 3Y | +223.1% | -30.2% | +253.3% | +184.9% |
| All | +223.1% | -35.0% | +258.1% | +184.9% |
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