+40.1%
ALAB vs VLO
+150.4%
-110.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.5% | +4.0% |
| 7D | +9.6% | +6.2% | +3.4% | +9.3% |
| 30D | -5.3% | +23.5% | -28.8% | -6.4% |
| 3M | -12.0% | +53.9% | -65.9% | -13.9% |
| 6M | +145.7% | +81.7% | +64.1% | +132.0% |
| YTD | +80.7% | +142.5% | -61.8% | +65.0% |
| 1Y | +40.1% | +145.4% | -105.3% | +29.6% |
| All | +40.1% | +150.4% | -110.3% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VLO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling