+12,703.2%
VLO vs A
+557.8%
+12,145.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.4% |
| 7D | -9.5% | +1.4% | -10.9% | -9.9% |
| 30D | -19.1% | +4.3% | -23.4% | -20.1% |
| 3M | +11.4% | +19.8% | -8.4% | +5.7% |
| 6M | +46.7% | +54.4% | -7.6% | +29.1% |
| YTD | +118.6% | +31.7% | +86.9% | +99.5% |
| 1Y | +99.9% | +22.4% | +77.4% | +85.8% |
| 3Y | +210.5% | +67.7% | +142.8% | +160.7% |
| 5Y | +432.7% | +15.7% | +416.9% | +384.5% |
| 10Y | +717.1% | +308.7% | +408.4% | +434.4% |
| All | +12,703.2% | +557.8% | +12,145.4% | +5,994.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling