+0.8%
META vs VLO
+120.8%
-120.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.8% | +7.2% | +0.4% |
| 7D | +2.9% | -6.0% | +8.8% | +1.8% |
| 30D | -15.1% | -12.9% | -2.2% | -16.9% |
| 3M | +7.2% | +18.3% | -11.1% | +13.0% |
| 6M | +3.4% | +46.4% | -43.1% | +15.4% |
| YTD | -4.3% | +127.7% | -132.1% | +11.4% |
| 1Y | +0.8% | +120.6% | -119.8% | +16.9% |
| All | +0.8% | +120.8% | -120.0% | +16.9% |
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