+55.9%
VZ vs VLO
+194.5%
-138.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.4% | -0.9% |
| 7D | +2.1% | -13.3% | +15.5% | +2.6% |
| 30D | +1.4% | -18.3% | +19.7% | +2.0% |
| 3M | -1.3% | +14.3% | -15.6% | -1.7% |
| 6M | -0.5% | +47.6% | -48.2% | -2.0% |
| YTD | +19.6% | +116.0% | -96.3% | +16.3% |
| 1Y | +22.4% | +101.0% | -78.6% | +19.2% |
| 3Y | +55.9% | +199.0% | -143.1% | +48.6% |
| All | +55.9% | +194.5% | -138.7% | +48.6% |
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