+441.1%
VLO vs S
-48.9%
+489.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.0% | -5.1% | +2.6% |
| 7D | -6.5% | +1.6% | -8.0% | -6.6% |
| 30D | -17.8% | -10.5% | -7.3% | -17.4% |
| 3M | +19.6% | +9.9% | +9.7% | +18.8% |
| 6M | +49.3% | +41.8% | +7.5% | +46.5% |
| YTD | +122.4% | +56.8% | +65.6% | +116.9% |
| 1Y | +107.4% | +39.0% | +68.4% | +103.3% |
| 3Y | +223.1% | +53.8% | +169.2% | +213.1% |
| 5Y | +432.2% | -68.6% | +500.8% | +432.1% |
| All | +441.1% | -48.9% | +489.9% | +434.3% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 10y: compounded portfolio wealth divided by compounded S 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…
10y analysis · Full analysis span regression · 6 months rolling