Over the latest trailing 12-month period, total return cagr is +121.33%. The comparable SPY value is +17.76%. Year-to-date total return is +87.90%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VLO
$1,806,540
(180.7x return)
Invested on Jul 22, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 22, 1996
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+87.9%
1-Year Total Return
+121.2%
Current Dividend Yield
1.54%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +115.7% | +121.3% | +5.7% |
| 3 Years | +34.0% | +38.0% | +4.0% |
| 5 Years | +36.5% | +41.2% | +4.7% |
| 10 Years | +19.7% | +24.6% | +4.8% |
| 15 Years | +18.3% | +22.4% | +4.2% |
| 20 Years |
| +8.6% |
| +11.8% |
| +3.3% |
