-52.0%
INTU vs VLO
+149.2%
-201.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.3% | -7.4% | -4.7% |
| 7D | -7.5% | +5.8% | -13.3% | -8.5% |
| 30D | -1.9% | +28.3% | -30.3% | -6.0% |
| 3M | +4.9% | +48.7% | -43.9% | -2.2% |
| 6M | -33.2% | +71.9% | -105.1% | -38.2% |
| YTD | -51.4% | +138.7% | -190.1% | -55.6% |
| 1Y | -52.0% | +148.5% | -200.4% | -56.6% |
| All | -52.0% | +149.2% | -201.2% | -56.6% |
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 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