+27.3%
V vs VLO
+104.0%
-76.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.2% |
| 7D | +0.6% | -9.5% | +10.1% | +0.5% |
| 30D | +9.7% | -19.1% | +28.9% | +9.6% |
| 3M | +17.3% | +11.4% | +5.9% | +17.0% |
| 6M | +33.2% | +46.7% | -13.5% | +33.2% |
| YTD | +21.3% | +118.6% | -97.3% | +23.6% |
| 1Y | +27.3% | +99.9% | -72.5% | +27.1% |
| All | +27.3% | +104.0% | -76.7% | +27.1% |
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 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