+780.4%
VLO vs USB
+93.8%
+686.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.1% | -1.8% | -2.5% |
| 7D | -8.7% | -1.5% | -7.2% | -8.0% |
| 30D | -16.2% | +4.3% | -20.5% | -18.9% |
| 3M | +16.2% | -6.1% | +22.2% | +20.3% |
| 6M | +39.8% | +9.4% | +30.4% | +29.1% |
| YTD | +119.0% | +15.2% | +103.8% | +93.0% |
| 1Y | +110.8% | +32.8% | +78.1% | +67.6% |
| 3Y | +201.7% | +91.3% | +110.4% | +76.1% |
| 5Y | +426.2% | +22.7% | +403.5% | +309.3% |
| All | +780.4% | +93.8% | +686.6% | +340.3% |
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