-25.9%
SPOT vs VLO
+144.1%
-170.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.2% |
| 7D | -6.9% | +4.0% | -10.8% | -6.9% |
| 30D | +4.1% | +19.0% | -14.9% | +3.9% |
| 3M | +3.7% | +50.0% | -46.3% | +3.2% |
| 6M | -1.6% | +79.1% | -80.7% | -4.3% |
| YTD | -10.2% | +140.3% | -150.4% | -16.0% |
| 1Y | -25.9% | +148.3% | -174.2% | -30.2% |
| All | -25.9% | +144.1% | -170.0% | -30.2% |
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