+911.8%
VLO vs SPXU
-99.5%
+1,011.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -0.3% |
| 7D | +4.0% | +6.4% | -2.4% | +6.3% |
| 30D | +19.0% | +5.9% | +13.0% | +21.5% |
| 3M | +50.0% | -11.7% | +61.6% | +43.8% |
| 6M | +79.1% | -28.7% | +107.8% | +58.9% |
| YTD | +140.3% | -26.4% | +166.6% | +116.4% |
| 1Y | +148.3% | -35.2% | +183.6% | +114.7% |
| 3Y | +194.6% | -79.8% | +274.4% | +81.1% |
| 5Y | +609.6% | -86.1% | +695.6% | +336.8% |
| All | +911.8% | -99.5% | +1,011.3% | +130.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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