+601.6%
VLO vs OPEN
-84.0%
+685.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.5% | +5.8% | +3.3% |
| 7D | +5.8% | +1.0% | +4.8% | +5.7% |
| 30D | +28.3% | -11.9% | +40.2% | +28.7% |
| 3M | +48.7% | -28.8% | +77.5% | +49.9% |
| 6M | +71.9% | -38.6% | +110.5% | +73.6% |
| YTD | +138.7% | -47.3% | +186.0% | +141.7% |
| 1Y | +148.5% | -49.2% | +197.6% | +148.9% |
| 3Y | +192.7% | -18.8% | +211.4% | +176.3% |
| 5Y | +601.6% | -83.6% | +685.2% | +614.8% |
| All | +601.6% | -84.0% | +685.7% | +614.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling