+120.7%
VLO vs A
+17.3%
+103.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.4% |
| 7D | +9.6% | -0.5% | +10.1% | +9.6% |
| 30D | -17.4% | 0.0% | -17.4% | -17.4% |
| 3M | +10.8% | +16.7% | -5.9% | +12.6% |
| 6M | +56.9% | +54.8% | +2.1% | +63.9% |
| YTD | +136.8% | +28.8% | +108.0% | +149.8% |
| 1Y | +120.7% | +19.3% | +101.3% | +134.9% |
| All | +120.7% | +17.3% | +103.4% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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