Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLO (Valero Energy Corporation) | 58.86% | 106.78% | 37.46% | 29.55% | 21.28% | 20.80% | 10.65% | … | … |
Data as of 06/05/2026, Common starting date is 01/04/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLO (Valero Energy Corporation) | 01/04/1982 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.49 | 106.78 | 37.46 | 29.55 | 21.28 | 20.80 | 10.65 | … | … | 58.86 | 36.97 | -2.96 | 5.86 | 74.95 | 40.25 | -35.69 | 30.27 | -15.73 | 39.99 | 0.66 | 46.83 | 0.25 | 50.76 | 66.17 | -7.85 | 39.54 | -20.23 | -68.55 | 37.91 | -0.33 | 128.46 | 97.64 | 26.79 | -2.08 | 3.39 | 89.24 | -6.47 | -32.41 | 9.83 | 16.84 | 45.19 | -20.12 | -7.65 | -23.11 | 93.50 | 1.65 | 70.42 | 77.50 | -27.27 | -50.00 | 120.00 | -70.06 | -13.92 | 0.52 |
| Sharpe Ratio | NA | 2.64 | 0.88 | 0.72 | 0.48 | NA | NA | … | … | 4.25 | 0.91 | -0.23 | 0.07 | 1.64 | 1.07 | -0.45 | 1.02 | -0.58 | 2.20 | 0.01 | 1.49 | 0.01 | 1.52 | 2.08 | -0.15 | 1.16 | -0.39 | -0.89 | 1.26 | -0.11 | 2.99 | 3.13 | 0.96 | -0.08 | 0.02 | 1.89 | -0.22 | -0.81 | 0.13 | 0.49 | 1.57 | -0.91 | -0.41 | -0.72 | 2.39 | -0.12 | 1.37 | 1.51 | -0.50 | -1.07 | 2.20 | -1.25 | -0.45 | -0.15 |
| Standard Deviation(%) | NA | 34.80 | 33.73 | 37.00 | 40.21 | NA | NA | … | … | 41.48 | 37.65 | 29.16 | 32.84 | 44.95 | 37.51 | 78.97 | 28.14 | 29.77 | 17.95 | 33.82 | 31.38 | 29.46 | 33.41 | 32.12 | 50.91 | 34.14 | 52.46 | 78.26 | 27.79 | 34.40 | 42.27 | 30.85 | 27.15 | 41.13 | 43.46 | 44.94 | 44.43 | 44.24 | 48.19 | 26.43 | 26.20 | 25.62 | 24.09 | 35.41 | 37.34 | 31.63 | 47.22 | 47.84 | 63.39 | 50.81 | 52.04 | 61.67 | 44.69 | 48.43 |
| Draw Down(%) | NA | 14.19 | 41.22 | 41.22 | 71.88 | NA | NA | … | … | 12.06 | 26.79 | 33.96 | 29.93 | 31.94 | 27.64 | 65.94 | 21.90 | 43.68 | 10.85 | 33.11 | 18.50 | 24.47 | 30.52 | 28.19 | 43.89 | 26.36 | 38.96 | 79.58 | 20.32 | 30.14 | 24.21 | 17.70 | 15.09 | 52.37 | 36.44 | 21.34 | 30.50 | 50.94 | 33.87 | 29.44 | 13.66 | 30.73 | 23.08 | 40.00 | 23.33 | 24.69 | 29.14 | 25.00 | 66.36 | 51.79 | 35.34 | 75.26 | 47.22 | 44.04 |
| Yield(%) | 0.00 | 3.67 | 4.11 | 5.12 | 6.89 | 12.61 | 4.09 | … | … | 1.45 | 3.67 | 3.28 | 3.40 | 5.08 | 7.03 | 4.12 | 4.76 | 3.45 | 3.98 | 3.43 | 3.38 | 2.11 | 2.57 | 3.11 | 1.26 | 1.12 | 2.58 | 0.82 | 0.96 | 0.55 | 0.88 | 1.26 | 1.10 | 1.03 | 0.95 | 1.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/04/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLO (Valero Energy Corporation) |
-38.39%
Jul 1983 – Jul 1986 |
-29.23%
Jan 1983 – Jan 1988 |
-4.05%
Jun 1983 – Jun 1993 |
-3.73%
Aug 1983 – Aug 1998 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLO (Valero Energy Corporation) |
106.21%
Sep 2002 – Sep 2005 |
60.18%
Sep 2002 – Sep 2007 |
30.06%
Jul 1996 – Jul 2006 |
20.99%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart