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VLO vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between VLO and ^GSPC is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

VLO vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Valero Energy Corporation (VLO) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
-19.01%
7.20%
VLO
^GSPC

Key characteristics

Sharpe Ratio

VLO:

-0.17

^GSPC:

1.83

Sortino Ratio

VLO:

-0.05

^GSPC:

2.46

Omega Ratio

VLO:

0.99

^GSPC:

1.34

Calmar Ratio

VLO:

-0.16

^GSPC:

2.72

Martin Ratio

VLO:

-0.30

^GSPC:

11.89

Ulcer Index

VLO:

16.89%

^GSPC:

1.94%

Daily Std Dev

VLO:

29.04%

^GSPC:

12.57%

Max Drawdown

VLO:

-81.92%

^GSPC:

-56.78%

Current Drawdown

VLO:

-32.20%

^GSPC:

-3.66%

Returns By Period

In the year-to-date period, VLO achieves a -3.63% return, which is significantly lower than ^GSPC's 23.00% return. Over the past 10 years, VLO has outperformed ^GSPC with an annualized return of 14.02%, while ^GSPC has yielded a comparatively lower 10.96% annualized return.


VLO

YTD

-3.63%

1M

-14.82%

6M

-17.65%

1Y

-6.23%

5Y*

9.65%

10Y*

14.02%

^GSPC

YTD

23.00%

1M

-0.84%

6M

7.20%

1Y

24.88%

5Y*

12.77%

10Y*

10.96%

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Risk-Adjusted Performance

VLO vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Valero Energy Corporation (VLO) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for VLO, currently valued at -0.21, compared to the broader market-4.00-2.000.002.00-0.211.83
The chart of Sortino ratio for VLO, currently valued at -0.11, compared to the broader market-4.00-2.000.002.004.00-0.112.46
The chart of Omega ratio for VLO, currently valued at 0.99, compared to the broader market0.501.001.502.000.991.34
The chart of Calmar ratio for VLO, currently valued at -0.19, compared to the broader market0.002.004.006.00-0.192.72
The chart of Martin ratio for VLO, currently valued at -0.37, compared to the broader market0.0010.0020.00-0.3711.89
VLO
^GSPC

The current VLO Sharpe Ratio is -0.17, which is lower than the ^GSPC Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of VLO and ^GSPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.21
1.83
VLO
^GSPC

Drawdowns

VLO vs. ^GSPC - Drawdown Comparison

The maximum VLO drawdown since its inception was -81.92%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for VLO and ^GSPC. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-32.20%
-3.66%
VLO
^GSPC

Volatility

VLO vs. ^GSPC - Volatility Comparison

Valero Energy Corporation (VLO) has a higher volatility of 6.22% compared to S&P 500 (^GSPC) at 3.62%. This indicates that VLO's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
6.22%
3.62%
VLO
^GSPC
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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