+142.1%
GOOG vs VLO
+192.7%
-50.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.7% |
| 7D | -2.5% | +4.0% | -6.5% | -2.7% |
| 30D | -3.6% | +19.0% | -22.6% | -4.7% |
| 3M | -6.4% | +50.0% | -56.4% | -9.0% |
| 6M | +7.8% | +79.1% | -71.4% | +2.1% |
| YTD | +5.5% | +140.3% | -134.8% | -5.1% |
| 1Y | +38.3% | +148.3% | -110.1% | +23.3% |
| All | +142.1% | +192.7% | -50.6% | +100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling