+217.8%
VLO vs PSX
+151.6%
+66.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.2% | +0.5% | +0.7% |
| 7D | -0.4% | -0.4% | -0.1% | -0.1% |
| 30D | -16.6% | -8.1% | -8.5% | -9.3% |
| 3M | +12.3% | +15.9% | -3.6% | -1.6% |
| 6M | +47.8% | +49.4% | -1.5% | +2.4% |
| YTD | +126.7% | +104.7% | +22.1% | +18.1% |
| 1Y | +105.4% | +89.1% | +16.3% | +14.5% |
| All | +217.8% | +151.6% | +66.2% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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