+928.8%
VZ vs VLO
+35,208.6%
-34,279.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | +0.2% |
| 7D | +0.9% | -0.4% | +1.4% | +1.0% |
| 30D | +8.9% | -16.6% | +25.5% | +11.2% |
| 3M | +0.1% | +12.3% | -12.2% | -1.6% |
| 6M | +1.9% | +47.8% | -45.9% | -3.4% |
| YTD | +22.0% | +126.7% | -104.7% | +9.2% |
| 1Y | +22.1% | +105.4% | -83.2% | +10.5% |
| 3Y | +58.7% | +222.0% | -163.3% | +33.6% |
| 5Y | +22.3% | +449.8% | -427.5% | -6.0% |
| 10Y | +71.6% | +754.3% | -682.7% | +17.5% |
| All | +928.8% | +35,208.6% | -34,279.7% | +286.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling