+205.0%
HD vs VLO
+902.9%
-697.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.3% | -5.6% | -2.8% |
| 7D | -1.2% | +5.8% | -6.9% | -2.0% |
| 30D | -11.1% | +28.3% | -39.5% | -14.5% |
| 3M | +2.0% | +48.7% | -46.7% | -4.4% |
| 6M | -10.5% | +71.9% | -82.4% | -18.7% |
| YTD | -6.9% | +138.7% | -145.5% | -20.4% |
| 1Y | -23.2% | +148.5% | -171.6% | -35.1% |
| 3Y | +3.1% | +192.7% | -189.6% | -16.9% |
| 5Y | +7.4% | +601.6% | -594.2% | -29.9% |
| 10Y | +205.0% | +900.2% | -695.2% | +79.9% |
| All | +205.0% | +902.9% | -697.9% | +79.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling