+21.7%
VZ vs VLO
+112.7%
-91.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.2% | -0.2% |
| 7D | +0.9% | +6.8% | -5.8% | +0.7% |
| 30D | +6.9% | -17.9% | +24.8% | +7.7% |
| 3M | +0.6% | +13.5% | -12.9% | +0.3% |
| 6M | +0.3% | +53.0% | -52.7% | -1.0% |
| YTD | +21.9% | +133.7% | -111.8% | +19.9% |
| 1Y | +21.7% | +115.7% | -94.0% | +19.8% |
| All | +21.7% | +112.7% | -91.0% | +19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling