+420.0%
VLO vs USB
+21.6%
+398.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | -13.3% | 0.0% | -13.3% | -13.4% |
| 30D | -18.3% | +5.8% | -24.1% | -20.2% |
| 3M | +14.3% | -6.0% | +20.3% | +16.6% |
| 6M | +47.6% | +7.8% | +39.9% | +42.3% |
| YTD | +116.0% | +14.6% | +101.4% | +102.0% |
| 1Y | +101.0% | +31.8% | +69.2% | +77.3% |
| 3Y | +199.0% | +91.5% | +107.5% | +126.6% |
| All | +420.0% | +21.6% | +398.4% | +373.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling