+21.4%
U vs VLO
+98.9%
-77.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -2.3% |
| 7D | +24.4% | -9.5% | +33.9% | +23.7% |
| 30D | +7.4% | -19.1% | +26.5% | +6.5% |
| 3M | +16.8% | +11.4% | +5.4% | +16.6% |
| 6M | +78.8% | +46.7% | +32.0% | +79.8% |
| YTD | +14.0% | +118.6% | -104.7% | +9.3% |
| All | +21.4% | +98.9% | -77.4% | +20.5% |
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