-22.9%
SPOT vs VLO
+143.4%
-166.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -0.9% | +5.2% | -6.1% | -1.0% |
| 30D | +12.5% | +22.6% | -10.1% | +11.9% |
| 3M | +9.9% | +43.8% | -33.9% | +9.2% |
| 6M | +1.6% | +65.7% | -64.2% | -0.7% |
| YTD | -6.6% | +131.1% | -137.7% | -13.2% |
| 1Y | -22.9% | +143.6% | -166.6% | -27.6% |
| All | -22.9% | +143.4% | -166.3% | -27.6% |
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