+614.6%
VLO vs SPXU
-85.9%
+700.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.9% |
| 7D | +6.2% | +1.3% | +5.0% | +6.5% |
| 30D | +23.5% | +5.1% | +18.4% | +24.9% |
| 3M | +53.9% | -9.1% | +63.0% | +51.0% |
| 6M | +81.7% | -29.6% | +111.2% | +68.5% |
| YTD | +142.5% | -27.7% | +170.1% | +126.9% |
| 1Y | +145.4% | -37.0% | +182.4% | +123.1% |
| 3Y | +197.3% | -80.2% | +277.5% | +120.3% |
| 5Y | +614.6% | -86.0% | +700.6% | +440.5% |
| All | +614.6% | -85.9% | +700.5% | +440.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling