+143.6%
VLO vs ASX
+272.9%
-129.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +5.2% | -0.7% | +5.9% | +5.2% |
| 30D | +22.6% | +2.0% | +20.6% | +22.7% |
| 3M | +43.8% | -1.3% | +45.1% | +43.7% |
| 6M | +65.7% | +71.4% | -5.7% | +72.6% |
| YTD | +131.1% | +135.3% | -4.2% | +134.1% |
| 1Y | +143.6% | +267.5% | -123.8% | +139.1% |
| All | +143.6% | +272.9% | -129.3% | +139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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