+924.9%
VLO vs TRI
+196.2%
+728.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.8% |
| 7D | +5.3% | -7.9% | +13.2% | +7.7% |
| 30D | +18.2% | -4.5% | +22.7% | +19.3% |
| 3M | +53.3% | +22.1% | +31.2% | +40.9% |
| 6M | +70.4% | -2.8% | +73.2% | +67.8% |
| YTD | +143.4% | -23.4% | +166.8% | +159.8% |
| 1Y | +153.0% | -41.5% | +194.5% | +202.1% |
| 3Y | +195.0% | -19.2% | +214.2% | +188.5% |
| 5Y | +618.8% | -9.4% | +628.2% | +544.9% |
| All | +924.9% | +196.2% | +728.7% | +404.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling