+938.9%
VLO vs SPY
+312.5%
+626.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.1% |
| 7D | +6.2% | -0.4% | +6.6% | +6.6% |
| 30D | +23.5% | -1.4% | +24.9% | +25.2% |
| 3M | +53.9% | +3.7% | +50.1% | +47.1% |
| 6M | +81.7% | +13.0% | +68.7% | +56.4% |
| YTD | +142.5% | +12.4% | +130.1% | +109.5% |
| 1Y | +145.4% | +18.5% | +126.9% | +99.4% |
| 3Y | +197.3% | +77.6% | +119.7% | +50.0% |
| 5Y | +614.6% | +81.7% | +532.9% | +239.6% |
| 10Y | +938.9% | +319.7% | +619.2% | +70.0% |
| All | +938.9% | +312.5% | +626.4% | +70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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