-1.1%
META vs VLO
+105.7%
-106.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +0.6% |
| 7D | -0.8% | -13.3% | +12.5% | -3.2% |
| 30D | -15.4% | -18.3% | +2.9% | -18.1% |
| 3M | +3.5% | +14.3% | -10.8% | +8.6% |
| 6M | -0.3% | +47.6% | -47.9% | +11.5% |
| YTD | -7.3% | +116.0% | -123.3% | +5.4% |
| 1Y | -1.1% | +101.0% | -102.1% | +13.1% |
| All | -1.1% | +105.7% | -106.7% | +13.1% |
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