+199.0%
VLO vs A
+64.2%
+134.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.6% |
| 7D | -13.3% | -0.1% | -13.3% | -13.3% |
| 30D | -18.3% | +3.4% | -21.7% | -18.8% |
| 3M | +14.3% | +23.8% | -9.5% | +10.2% |
| 6M | +47.6% | +49.0% | -1.4% | +36.7% |
| YTD | +116.0% | +29.4% | +86.6% | +106.9% |
| 1Y | +101.0% | +19.4% | +81.6% | +96.9% |
| 3Y | +199.0% | +66.2% | +132.8% | +175.8% |
| All | +199.0% | +64.2% | +134.8% | +175.8% |
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