+257.9%
SPOT vs VLO
+236.1%
+21.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +2.2% |
| 7D | +1.6% | +9.6% | -8.0% | +0.7% |
| 30D | +16.9% | -17.4% | +34.3% | +19.0% |
| 3M | +23.0% | +10.8% | +12.2% | +21.2% |
| 6M | +42.2% | +56.9% | -14.8% | +34.4% |
| YTD | +5.5% | +136.8% | -131.3% | -7.2% |
| 1Y | -5.1% | +120.7% | -125.7% | -15.5% |
| 3Y | +257.9% | +231.9% | +26.0% | +198.1% |
| All | +257.9% | +236.1% | +21.8% | +198.1% |
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