+85.6%
IREN vs VLO
+483.0%
-397.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.9% | -3.9% |
| 7D | +14.6% | +6.2% | +8.3% | +12.3% |
| 30D | +17.1% | +23.5% | -6.4% | +9.0% |
| 3M | -16.0% | +53.9% | -69.9% | -27.8% |
| 6M | +16.8% | +81.7% | -64.9% | -8.1% |
| YTD | +20.1% | +142.5% | -122.3% | -16.5% |
| 1Y | +50.3% | +145.4% | -95.2% | +3.7% |
| 3Y | +871.5% | +197.3% | +674.2% | +507.8% |
| All | +85.6% | +483.0% | -397.5% | -12.4% |
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