+471.6%
VLO vs P
+286.6%
+185.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.4% | -0.3% | +2.7% |
| 7D | +6.8% | +17.8% | -11.1% | +4.9% |
| 30D | -17.9% | -29.9% | +12.0% | -15.1% |
| 3M | +13.5% | -1.2% | +14.7% | +12.8% |
| 6M | +53.0% | +32.1% | +20.9% | +46.4% |
| YTD | +133.7% | +64.3% | +69.4% | +116.6% |
| 1Y | +115.7% | +24.3% | +91.4% | +105.2% |
| 3Y | +231.9% | +203.2% | +28.7% | +165.7% |
| 5Y | +471.6% | +290.4% | +181.1% | +326.5% |
| All | +471.6% | +286.6% | +185.0% | +326.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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