+191.2%
VLO vs SU
+120.3%
+70.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.8% |
| 7D | +4.0% | +1.7% | +2.3% | +2.8% |
| 30D | +19.0% | +9.6% | +9.4% | +11.7% |
| 3M | +50.0% | +11.7% | +38.2% | +38.5% |
| 6M | +79.1% | +21.9% | +57.2% | +56.7% |
| YTD | +140.3% | +58.6% | +81.6% | +76.1% |
| 1Y | +148.3% | +66.5% | +81.8% | +76.1% |
| All | +191.2% | +120.3% | +70.9% | +72.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling