Over the latest trailing 12-month period, total return cagr is +145.73%. The comparable SPY value is +18.54%. Year-to-date total return is +142.53%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VLO
$2,325,445
(232.5x return)
Invested on Sep 10, 1996
Growth of $10,000 in SPY (S&P 500)
$185,988
(18.6x return)
Invested on Sep 10, 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
+142.5%
1-Year Total Return
+145.6%
Current Dividend Yield
1.22%
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 | +140.5% | +145.7% | +5.2% |
| 3 Years | +39.8% | +43.8% | +4.0% |
| 5 Years | +43.7% | +48.3% | +4.6% |
| 10 Years | +21.6% | +26.4% | +4.8% |
| 15 Years | +21.7% | +26.0% | +4.3% |
| 20 Years | +11.1% | +14.5% | +3.4% |
