+5.1%
GOOG vs VLO
+117.8%
-112.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -0.8% |
| 7D | +3.0% | +9.6% | -6.6% | +4.4% |
| 30D | -14.9% | -17.4% | +2.5% | -17.6% |
| 3M | -14.9% | +10.8% | -25.7% | -12.8% |
| 6M | -26.6% | +56.9% | -83.6% | -18.8% |
| YTD | -6.6% | +136.8% | -143.4% | +4.3% |
| 1Y | +5.1% | +120.7% | -115.6% | +17.7% |
| All | +5.1% | +117.8% | -112.7% | +17.7% |
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