+48.8%
NU vs VLO
+513.4%
-464.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +7.5% | +5.2% | +2.3% | +6.5% |
| 30D | +6.1% | +22.6% | -16.5% | +2.0% |
| 3M | +26.8% | +43.8% | -17.0% | +17.9% |
| 6M | +2.5% | +65.7% | -63.3% | -8.8% |
| YTD | -8.2% | +131.1% | -139.3% | -25.1% |
| 1Y | +3.4% | +143.6% | -140.3% | -16.9% |
| 3Y | +116.2% | +201.4% | -85.2% | +60.8% |
| All | +48.8% | +513.4% | -464.6% | -35.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling