+473.2%
VLO vs TRI
+0.5%
+472.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +9.6% | -2.9% | +12.5% | +9.8% |
| 30D | -17.4% | +3.7% | -21.1% | -17.8% |
| 3M | +10.8% | +3.7% | +7.0% | +10.1% |
| 6M | +56.9% | +35.1% | +21.8% | +50.4% |
| YTD | +136.8% | -14.0% | +150.8% | +138.2% |
| 1Y | +120.7% | -19.0% | +139.6% | +124.0% |
| 3Y | +231.9% | -12.0% | +243.9% | +224.7% |
| All | +473.2% | +0.5% | +472.8% | +460.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling