+521.8%
NOW vs VLO
+749.3%
-227.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.7% | -0.5% | +2.4% |
| 7D | -5.6% | -0.4% | -5.1% | -5.4% |
| 30D | -26.8% | -16.6% | -10.2% | -24.3% |
| 3M | -19.4% | +12.3% | -31.7% | -21.8% |
| 6M | +12.3% | +47.8% | -35.5% | +2.9% |
| YTD | -32.9% | +126.7% | -159.6% | -44.2% |
| 1Y | -40.3% | +105.4% | -145.7% | -49.3% |
| 3Y | -19.1% | +222.0% | -241.0% | -38.6% |
| 5Y | -24.4% | +449.8% | -474.2% | -49.9% |
| 10Y | +521.8% | +754.3% | -232.5% | +261.2% |
| All | +521.8% | +749.3% | -227.5% | +261.2% |
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