+623.6%
VLO vs OPEN
-70.7%
+694.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | +5.2% | -4.3% | +9.5% | +5.3% |
| 30D | +22.6% | -16.2% | +38.8% | +23.1% |
| 3M | +43.8% | -36.4% | +80.1% | +45.1% |
| 6M | +65.7% | -35.5% | +101.2% | +67.0% |
| YTD | +131.1% | -46.0% | +177.1% | +133.4% |
| 1Y | +143.6% | -47.1% | +190.8% | +143.8% |
| 3Y | +201.4% | -19.0% | +220.4% | +187.4% |
| 5Y | +568.9% | -83.6% | +652.5% | +536.5% |
| All | +623.6% | -70.7% | +694.3% | +551.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling