+150.5%
GOOGL vs VLO
+200.7%
-50.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | -0.2% |
| 7D | +1.1% | +5.8% | -4.7% | +0.7% |
| 30D | -4.4% | +28.3% | -32.8% | -5.9% |
| 3M | -6.8% | +48.7% | -55.5% | -9.2% |
| 6M | +13.6% | +71.9% | -58.3% | +8.3% |
| YTD | +8.3% | +138.7% | -130.3% | -2.4% |
| 1Y | +44.9% | +148.5% | -103.5% | +29.4% |
| 3Y | +150.5% | +192.7% | -42.2% | +107.7% |
| All | +150.5% | +200.7% | -50.2% | +107.7% |
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 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