+101.0%
VLO vs USB
+31.9%
+69.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.4% |
| 7D | -13.3% | 0.0% | -13.3% | -13.3% |
| 30D | -18.3% | +5.8% | -24.1% | -18.3% |
| 3M | +14.3% | -6.0% | +20.3% | +14.5% |
| 6M | +47.6% | +7.8% | +39.9% | +47.4% |
| YTD | +116.0% | +14.6% | +101.4% | +110.5% |
| 1Y | +101.0% | +31.8% | +69.2% | +88.8% |
| All | +101.0% | +31.9% | +69.1% | +88.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling