-19.5%
NOW vs VLO
+221.8%
-241.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.7% | -0.5% | +2.5% |
| 7D | -5.6% | -0.4% | -5.1% | -5.5% |
| 30D | -26.8% | -16.6% | -10.2% | -24.8% |
| 3M | -19.4% | +12.3% | -31.7% | -21.8% |
| 6M | +12.3% | +47.8% | -35.5% | +2.9% |
| YTD | -32.9% | +126.7% | -159.7% | -44.1% |
| 1Y | -40.3% | +105.4% | -145.7% | -49.2% |
| All | -19.5% | +221.8% | -241.4% | -35.9% |
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