+504.4%
NOW vs VLO
+779.3%
-274.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.1% | -5.1% | -2.6% |
| 7D | -1.7% | +6.8% | -8.4% | -2.9% |
| 30D | -27.4% | -17.9% | -9.5% | -24.7% |
| 3M | -19.4% | +13.5% | -33.0% | -21.9% |
| 6M | +13.1% | +53.0% | -39.9% | +2.8% |
| YTD | -34.3% | +133.7% | -168.0% | -45.7% |
| 1Y | -41.8% | +115.7% | -157.4% | -51.1% |
| 3Y | -20.7% | +231.9% | -252.6% | -40.3% |
| 5Y | -27.2% | +471.6% | -498.8% | -52.2% |
| All | +504.4% | +779.3% | -274.9% | +249.2% |
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