+836.9%
HOOD vs VLO
+236.1%
+600.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -4.6% |
| 7D | -3.8% | +9.6% | -13.4% | -5.8% |
| 30D | -23.0% | -17.4% | -5.6% | -19.9% |
| 3M | -21.6% | +10.8% | -32.4% | -24.5% |
| 6M | +1.4% | +56.9% | -55.5% | -12.0% |
| YTD | -31.2% | +136.8% | -167.9% | -50.8% |
| 1Y | -35.9% | +120.7% | -156.6% | -52.8% |
| 3Y | +836.9% | +231.9% | +605.0% | +499.1% |
| All | +836.9% | +236.1% | +600.8% | +499.1% |
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