+883.9%
VLO vs USB
+107.5%
+776.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +5.2% | +1.4% | +3.8% | +4.1% |
| 30D | +22.6% | -1.3% | +23.9% | +23.6% |
| 3M | +43.8% | +15.2% | +28.5% | +29.8% |
| 6M | +65.7% | +18.8% | +46.9% | +44.6% |
| YTD | +131.1% | +21.0% | +110.1% | +98.4% |
| 1Y | +143.6% | +34.0% | +109.6% | +93.6% |
| 3Y | +201.4% | +95.3% | +106.1% | +72.7% |
| 5Y | +568.9% | +40.4% | +528.5% | +366.5% |
| All | +883.9% | +107.5% | +776.4% | +348.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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