+2.7%
META vs VLO
+112.7%
-110.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.1% | -3.9% | -0.3% |
| 7D | +3.1% | +6.8% | -3.7% | +4.2% |
| 30D | -18.2% | -17.9% | -0.4% | -21.3% |
| 3M | +7.8% | +13.5% | -5.7% | +12.3% |
| 6M | +3.6% | +53.0% | -49.4% | +16.7% |
| YTD | -5.3% | +133.7% | -139.0% | +11.1% |
| 1Y | +2.7% | +115.7% | -112.9% | +20.6% |
| All | +2.7% | +112.7% | -110.0% | +20.6% |
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