Over the latest trailing 12-month period, total return cagr is +143.92%. The comparable SPY value is +19.98%. Year-to-date total return is +131.16%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VLO
$2,256,509
(225.7x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 3, 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
+131.2%
1-Year Total Return
+143.8%
Current Dividend Yield
1.28%
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 | +138.7% | +143.9% | +5.2% |
| 3 Years | +40.4% | +44.4% | +4.0% |
| 5 Years | +41.8% | +46.3% | +4.5% |
| 10 Years | +21.1% | +25.8% | +4.8% |
| 15 Years | +21.5% | +25.7% | +4.3% |
| 20 Years | +10.2% | +13.6% | +3.3% |
