+143.6%
VLO vs SU
+70.8%
+72.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.9% |
| 7D | +5.2% | +2.9% | +2.3% | +3.0% |
| 30D | +22.6% | +7.2% | +15.4% | +16.6% |
| 3M | +43.8% | +2.8% | +40.9% | +40.7% |
| 6M | +65.7% | +18.2% | +47.5% | +49.9% |
| YTD | +131.1% | +54.0% | +77.1% | +80.9% |
| 1Y | +143.6% | +70.1% | +73.5% | +77.3% |
| All | +143.6% | +70.8% | +72.9% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling