+18.3%
NOW vs VLO
+199.5%
-181.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -2.4% | +5.2% | -7.6% | -3.3% |
| 30D | +20.5% | +22.6% | -2.1% | +16.0% |
| 3M | +18.3% | +43.8% | -25.4% | +10.3% |
| 6M | +24.1% | +65.7% | -41.7% | +12.2% |
| YTD | -7.8% | +131.1% | -138.9% | -22.3% |
| 1Y | -21.4% | +143.6% | -165.0% | -34.9% |
| All | +18.3% | +199.5% | -181.3% | -6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling