+192.7%
VLO vs PSX
+138.7%
+54.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.7% | +1.8% |
| 7D | +5.8% | +2.8% | +2.9% | +3.0% |
| 30D | +28.3% | +27.8% | +0.6% | +1.9% |
| 3M | +48.7% | +42.0% | +6.7% | +7.1% |
| 6M | +71.9% | +58.1% | +13.8% | +12.2% |
| YTD | +138.7% | +105.0% | +33.6% | +22.9% |
| 1Y | +148.5% | +104.9% | +43.5% | +27.6% |
| 3Y | +192.7% | +134.1% | +58.6% | +35.5% |
| All | +192.7% | +138.7% | +54.0% | +35.5% |
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