+225.1%
VLO vs SN
+496.6%
-271.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +3.2% |
| 7D | +5.8% | +0.1% | +5.6% | +5.8% |
| 30D | +28.3% | -5.6% | +33.9% | +29.1% |
| 3M | +48.7% | +48.1% | +0.7% | +40.9% |
| 6M | +71.9% | +57.6% | +14.3% | +60.3% |
| YTD | +138.7% | +56.5% | +82.2% | +122.0% |
| 1Y | +148.5% | +52.6% | +95.9% | +131.1% |
| 3Y | +192.7% | +412.0% | -219.3% | +130.8% |
| All | +225.1% | +496.6% | -271.6% | +157.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling