+588.7%
VLO vs SU
+348.9%
+239.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +5.3% | +2.2% | +3.1% | +3.8% |
| 30D | +18.2% | +8.4% | +9.8% | +11.8% |
| 3M | +53.3% | +12.1% | +41.2% | +41.4% |
| 6M | +70.4% | +19.7% | +50.8% | +50.6% |
| YTD | +143.4% | +58.4% | +85.0% | +77.7% |
| 1Y | +153.0% | +67.2% | +85.8% | +78.0% |
| 3Y | +195.0% | +125.0% | +69.9% | +67.7% |
| All | +588.7% | +348.9% | +239.8% | +177.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling