+46.0%
ASML vs VLO
+104.0%
-58.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.5% |
| 7D | -2.9% | -9.5% | +6.7% | -4.2% |
| 30D | -15.2% | -19.1% | +4.0% | -17.7% |
| 3M | -12.9% | +11.4% | -24.3% | -10.3% |
| 6M | -5.0% | +46.7% | -51.8% | +4.6% |
| YTD | +41.8% | +118.6% | -76.8% | +48.6% |
| 1Y | +46.0% | +99.9% | -53.8% | +55.0% |
| All | +46.0% | +104.0% | -58.0% | +55.0% |
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