-40.7%
NOW vs VLO
+107.6%
-148.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +0.6% |
| 7D | -3.1% | -6.5% | +3.4% | -2.8% |
| 30D | -27.0% | -17.8% | -9.3% | -26.8% |
| 3M | -17.7% | +19.6% | -37.3% | -19.4% |
| 6M | +12.7% | +49.3% | -36.6% | +8.1% |
| YTD | -32.9% | +122.4% | -155.3% | -33.5% |
| All | -40.7% | +107.6% | -148.2% | -41.0% |
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