+449.8%
VLO vs TE
-80.5%
+530.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.9% | +0.8% | +3.6% |
| 7D | -0.4% | -22.0% | +21.5% | +0.5% |
| 30D | -16.6% | -33.6% | +17.1% | -15.3% |
| 3M | +12.3% | -61.1% | +73.3% | +16.3% |
| 6M | +47.8% | -64.7% | +112.6% | +51.5% |
| YTD | +126.7% | -68.1% | +194.8% | +130.8% |
| 1Y | +105.4% | -51.7% | +157.1% | +103.0% |
| 3Y | +222.0% | +42.0% | +180.0% | +174.4% |
| 5Y | +449.8% | -80.8% | +530.7% | +434.3% |
| All | +449.8% | -80.5% | +530.4% | +434.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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