+127.0%
HOOD vs VLO
+436.8%
-309.7%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.0% | 0.0% | +2.3% |
| 7D | -0.6% | -6.5% | +5.9% | +0.9% |
| 30D | -23.6% | -17.8% | -5.8% | -20.3% |
| 3M | -10.7% | +19.6% | -30.3% | -15.6% |
| 6M | +8.2% | +49.3% | -41.1% | -4.4% |
| YTD | -26.3% | +122.4% | -148.7% | -43.7% |
| 1Y | -36.1% | +107.4% | -143.5% | -50.0% |
| 3Y | +950.7% | +223.1% | +727.6% | +601.3% |
| 5Y | +127.0% | +432.2% | -305.2% | +30.5% |
| All | +127.0% | +436.8% | -309.7% | +30.5% |
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 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