+790.3%
VLO vs SPXU
-99.5%
+889.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +1.7% |
| 7D | +9.6% | -7.6% | +17.2% | +6.9% |
| 30D | -17.4% | +5.3% | -22.7% | -15.5% |
| 3M | +10.8% | +9.6% | +1.1% | +15.0% |
| 6M | +56.9% | -4.5% | +61.5% | +55.7% |
| YTD | +136.8% | -25.9% | +162.7% | +114.9% |
| 1Y | +120.7% | -28.9% | +149.5% | +97.7% |
| 3Y | +231.9% | -80.5% | +312.4% | +101.2% |
| 5Y | +479.0% | -83.4% | +562.4% | +286.3% |
| All | +790.3% | -99.5% | +889.8% | +86.8% |
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