+70.6%
VZ vs VLO
+728.0%
-657.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.7% |
| 7D | +2.4% | -9.5% | +11.9% | +3.3% |
| 30D | +11.2% | -19.1% | +30.3% | +13.4% |
| 3M | 0.0% | +11.4% | -11.4% | -1.3% |
| 6M | +1.3% | +46.7% | -45.5% | -3.0% |
| YTD | +21.3% | +118.6% | -97.4% | +11.0% |
| 1Y | +23.9% | +99.9% | -75.9% | +14.4% |
| 3Y | +57.7% | +210.5% | -152.8% | +36.7% |
| 5Y | +21.2% | +432.7% | -411.5% | -4.0% |
| 10Y | +70.6% | +717.1% | -646.6% | +17.2% |
| All | +70.6% | +728.0% | -657.5% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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