+615.0%
F vs VLO
+35,889.1%
-35,274.1%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.4% | +1.5% |
| 7D | +5.3% | +5.2% | +0.1% | +3.9% |
| 30D | +4.6% | +22.6% | -18.0% | -1.2% |
| 3M | -3.7% | +43.8% | -47.4% | -13.3% |
| 6M | +16.8% | +65.7% | -48.9% | -0.2% |
| YTD | +15.3% | +131.1% | -115.8% | -10.7% |
| 1Y | +31.0% | +143.6% | -112.6% | -0.6% |
| 3Y | +45.4% | +201.4% | -155.9% | +1.8% |
| 5Y | +54.7% | +568.9% | -514.2% | -16.0% |
| 10Y | +98.2% | +891.8% | -793.6% | -9.2% |
| All | +615.0% | +35,889.1% | -35,274.1% | +51.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling