+57.7%
VZ vs VLO
+213.9%
-156.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.6% |
| 7D | +2.4% | -9.5% | +11.9% | +2.7% |
| 30D | +11.2% | -19.1% | +30.3% | +11.9% |
| 3M | 0.0% | +11.4% | -11.4% | -0.4% |
| 6M | +1.3% | +46.7% | -45.5% | -0.1% |
| YTD | +21.3% | +118.6% | -97.4% | +17.8% |
| 1Y | +23.9% | +99.9% | -75.9% | +20.8% |
| 3Y | +57.7% | +210.5% | -152.8% | +50.6% |
| All | +57.7% | +213.9% | -156.2% | +50.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling