+790.3%
VLO vs USB
+83.8%
+706.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.7% |
| 7D | +9.6% | +2.6% | +7.0% | +7.8% |
| 30D | -17.4% | +8.4% | -25.8% | -22.1% |
| 3M | +10.8% | -5.5% | +16.3% | +14.3% |
| 6M | +56.9% | +17.7% | +39.2% | +38.1% |
| YTD | +136.8% | +17.6% | +119.2% | +106.0% |
| 1Y | +120.7% | +33.9% | +86.8% | +74.6% |
| 3Y | +231.9% | +103.8% | +128.1% | +85.3% |
| 5Y | +479.0% | +25.6% | +453.4% | +343.4% |
| All | +790.3% | +83.8% | +706.5% | +384.3% |
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