+1,682.3%
NOK vs VLO
+29,570.4%
-27,888.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.3% | +2.9% | +5.3% |
| 7D | +7.3% | +5.8% | +1.5% | +5.7% |
| 30D | +13.8% | +28.3% | -14.6% | +6.3% |
| 3M | -27.0% | +48.7% | -75.7% | -34.6% |
| 6M | +37.6% | +71.9% | -34.3% | +17.9% |
| YTD | +64.6% | +138.7% | -74.1% | +28.7% |
| 1Y | +132.0% | +148.5% | -16.4% | +78.9% |
| 3Y | +183.7% | +192.7% | -9.0% | +103.8% |
| 5Y | +101.3% | +601.6% | -500.3% | +9.0% |
| 10Y | +122.4% | +900.2% | -777.8% | -1.8% |
| All | +1,682.3% | +29,570.4% | -27,888.1% | +243.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling