+2,618.7%
VLO vs PSX
+1,177.4%
+1,441.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +1.6% |
| 7D | +6.8% | +6.4% | +0.3% | +0.8% |
| 30D | -17.9% | -10.2% | -7.7% | -8.9% |
| 3M | +13.5% | +17.2% | -3.6% | -1.6% |
| 6M | +53.0% | +51.8% | +1.3% | +4.4% |
| YTD | +133.7% | +108.0% | +25.7% | +19.2% |
| 1Y | +115.7% | +96.1% | +19.5% | +15.8% |
| 3Y | +231.9% | +155.9% | +76.1% | +38.0% |
| 5Y | +471.6% | +306.9% | +164.7% | +54.2% |
| 10Y | +780.7% | +364.5% | +416.2% | +114.9% |
| All | +2,618.7% | +1,177.4% | +1,441.3% | +330.4% |
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