-49.7%
INTU vs VLO
+143.4%
-193.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -7.1% | +5.2% | -12.3% | -7.9% |
| 30D | +1.5% | +22.6% | -21.1% | -2.0% |
| 3M | +10.7% | +43.8% | -33.1% | +3.8% |
| 6M | -23.8% | +65.7% | -89.6% | -29.1% |
| YTD | -49.3% | +131.1% | -180.4% | -53.4% |
| 1Y | -49.7% | +143.6% | -193.3% | -54.5% |
| All | -49.7% | +143.4% | -193.0% | -54.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling