+195.5%
VLO vs A
+30.8%
+164.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | +5.2% | -1.9% | +7.1% | +5.5% |
| 30D | +22.6% | +6.9% | +15.7% | +21.2% |
| 3M | +43.8% | +9.2% | +34.5% | +41.4% |
| 6M | +65.7% | +25.7% | +40.1% | +58.1% |
| YTD | +131.1% | +11.5% | +119.6% | +127.1% |
| 1Y | +143.6% | +18.4% | +125.3% | +134.2% |
| All | +195.5% | +30.8% | +164.6% | +168.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling