+2,588.1%
VLO vs PSX
+1,139.4%
+1,448.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +5.2% | +4.5% | +0.7% | +0.9% |
| 30D | +22.6% | +26.6% | -4.0% | -1.7% |
| 3M | +43.8% | +39.3% | +4.5% | +5.6% |
| 6M | +65.7% | +56.8% | +8.9% | +9.2% |
| YTD | +131.1% | +101.8% | +29.3% | +20.6% |
| 1Y | +143.6% | +99.6% | +44.0% | +28.1% |
| 3Y | +201.4% | +140.3% | +61.0% | +32.2% |
| 5Y | +568.9% | +339.3% | +229.6% | +66.4% |
| 10Y | +891.8% | +369.9% | +522.0% | +140.4% |
| All | +2,588.1% | +1,139.4% | +1,448.6% | +335.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling