-10.5%
ISRG vs VLO
+120.8%
-131.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -5.8% | +15.1% | +8.4% |
| 7D | +8.5% | -6.0% | +14.5% | +7.6% |
| 30D | +18.6% | -12.9% | +31.5% | +16.6% |
| 3M | +30.9% | +18.3% | +12.6% | +33.6% |
| 6M | +6.6% | +46.4% | -39.9% | +11.8% |
| YTD | -14.9% | +127.7% | -142.6% | -10.5% |
| 1Y | -10.5% | +120.6% | -131.1% | -5.5% |
| All | -10.5% | +120.8% | -131.3% | -5.5% |
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