+189.8%
HOOD vs VLO
+567.8%
-377.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +17.1% | +5.2% | +11.9% | +15.6% |
| 30D | +31.6% | +22.6% | +9.0% | +24.7% |
| 3M | +38.2% | +43.8% | -5.5% | +24.9% |
| 6M | +48.5% | +65.7% | -17.2% | +26.3% |
| YTD | +8.0% | +131.1% | -123.1% | -17.9% |
| 1Y | +18.7% | +143.6% | -125.0% | -11.7% |
| 3Y | +999.1% | +201.4% | +797.7% | +644.4% |
| All | +189.8% | +567.8% | -377.9% | +45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling