-39.8%
NOW vs VLO
+117.8%
-157.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.5% |
| 7D | +0.3% | +9.6% | -9.4% | -0.2% |
| 30D | -27.0% | -17.4% | -9.6% | -26.9% |
| 3M | -19.6% | +10.8% | -30.4% | -20.7% |
| 6M | +17.5% | +56.9% | -39.5% | +12.3% |
| YTD | -33.3% | +136.8% | -170.0% | -34.1% |
| 1Y | -39.8% | +120.7% | -160.5% | -40.5% |
| All | -39.8% | +117.8% | -157.6% | -40.5% |
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