+59.1%
HL vs VLO
+35,889.1%
-35,830.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +1.5% | +5.2% | -3.7% | -0.1% |
| 30D | +25.1% | +22.6% | +2.5% | +17.2% |
| 3M | +22.9% | +43.8% | -20.9% | +9.0% |
| 6M | -4.9% | +65.7% | -70.6% | -20.6% |
| YTD | +7.8% | +131.1% | -123.3% | -19.1% |
| 1Y | +133.9% | +143.6% | -9.7% | +72.0% |
| 3Y | +380.9% | +201.4% | +179.5% | +221.5% |
| 5Y | +230.2% | +568.9% | -338.7% | +67.0% |
| 10Y | +265.6% | +891.8% | -626.2% | +44.1% |
| All | +59.1% | +35,889.1% | -35,830.0% | -62.5% |
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