+115.7%
VLO vs ASX
+142.3%
-26.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.0% | +7.1% | +3.0% |
| 7D | +6.8% | +22.1% | -15.4% | +7.1% |
| 30D | -17.9% | -23.8% | +5.9% | -18.7% |
| 3M | +13.5% | -7.6% | +21.2% | +13.3% |
| 6M | +53.0% | +6.9% | +46.1% | +56.4% |
| YTD | +133.7% | +127.7% | +6.1% | +141.7% |
| 1Y | +115.7% | +144.5% | -28.9% | +118.4% |
| All | +115.7% | +142.3% | -26.6% | +118.4% |
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