+918.2%
VZ vs VLO
+33,997.0%
-33,078.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | +0.4% |
| 7D | +5.6% | -8.7% | +14.3% | +6.7% |
| 30D | +1.9% | -16.2% | +18.1% | +3.9% |
| 3M | +0.8% | +16.2% | -15.4% | -1.4% |
| 6M | +0.6% | +39.8% | -39.2% | -4.0% |
| YTD | +20.8% | +119.0% | -98.2% | +8.5% |
| 1Y | +23.9% | +110.8% | -86.9% | +11.8% |
| 3Y | +55.7% | +201.7% | -146.0% | +32.2% |
| 5Y | +21.5% | +426.2% | -404.7% | -6.1% |
| 10Y | +68.5% | +790.3% | -721.8% | +14.6% |
| All | +918.2% | +33,997.0% | -33,078.8% | +284.6% |
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 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