+37,317.1%
VLO vs SU
+61,690.9%
-24,373.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +4.0% | +1.7% | +2.3% | +4.0% |
| 30D | +19.0% | +9.6% | +9.4% | +19.0% |
| 3M | +50.0% | +11.7% | +38.2% | +49.9% |
| 6M | +79.1% | +21.9% | +57.2% | +79.1% |
| YTD | +140.3% | +58.6% | +81.6% | +140.1% |
| 1Y | +148.3% | +66.5% | +81.8% | +148.1% |
| 3Y | +194.6% | +121.4% | +73.2% | +194.2% |
| 5Y | +609.6% | +355.7% | +253.9% | +607.7% |
| 10Y | +929.5% | +264.2% | +665.3% | +927.2% |
| All | +37,317.1% | +61,690.9% | -24,373.8% | +37,202.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling