+21,731.7%
VLO vs SPY
+3,015.5%
+18,716.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.3% |
| 7D | -9.5% | -0.6% | -8.9% | -9.1% |
| 30D | -19.1% | -3.7% | -15.5% | -16.3% |
| 3M | +11.4% | -2.7% | +14.1% | +13.9% |
| 6M | +46.7% | +2.2% | +44.6% | +42.0% |
| YTD | +118.6% | +10.8% | +107.8% | +92.8% |
| 1Y | +99.9% | +11.2% | +88.6% | +75.5% |
| 3Y | +210.5% | +76.5% | +134.0% | +69.7% |
| 5Y | +432.7% | +72.9% | +359.7% | +189.6% |
| 10Y | +717.1% | +304.8% | +412.3% | +101.8% |
| All | +21,731.7% | +3,015.5% | +18,716.2% | +1,470.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling