+449.8%
VLO vs PSX
+300.2%
+149.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.9% |
| 6M | +47.8% | +49.4% | -1.5% | +1.9% |
| YTD | +126.7% | +104.7% | +22.1% | +16.5% |
| 1Y | +105.4% | +89.1% | +16.3% | +13.2% |
| 3Y | +222.0% | +151.7% | +70.2% | +34.3% |
| 5Y | +449.8% | +298.3% | +151.5% | +50.8% |
| All | +449.8% | +300.2% | +149.6% | +50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling