+822.5%
NOW vs VLO
+885.7%
-63.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -2.4% | +5.2% | -7.6% | -3.4% |
| 30D | +20.5% | +22.6% | -2.1% | +15.5% |
| 3M | +18.3% | +43.8% | -25.4% | +9.5% |
| 6M | +24.1% | +65.7% | -41.7% | +11.2% |
| YTD | -7.8% | +131.1% | -138.9% | -23.2% |
| 1Y | -21.4% | +143.6% | -165.0% | -35.5% |
| 3Y | +19.5% | +201.4% | -181.8% | -7.8% |
| 5Y | +4.1% | +568.9% | -564.8% | -33.7% |
| All | +822.5% | +885.7% | -63.2% | +432.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling