+68.7%
QBTS vs VLO
+681.8%
-613.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -3.3% |
| 7D | +3.8% | +6.2% | -2.4% | +3.2% |
| 30D | -15.2% | +23.5% | -38.7% | -16.9% |
| 3M | -27.2% | +53.9% | -81.1% | -30.3% |
| 6M | -10.1% | +81.7% | -91.8% | -16.6% |
| YTD | -34.5% | +142.5% | -177.0% | -41.8% |
| 1Y | +6.0% | +145.4% | -139.4% | -5.8% |
| 3Y | +1,779.3% | +197.3% | +1,581.9% | +1,496.0% |
| 5Y | +75.4% | +614.6% | -539.2% | +45.8% |
| All | +68.7% | +681.8% | -613.1% | +41.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling