+199.0%
VLO vs ASX
+324.2%
-125.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.4% | -7.8% | -1.9% |
| 7D | -13.3% | -19.9% | +6.6% | -11.9% |
| 30D | -18.3% | -30.9% | +12.6% | -16.2% |
| 3M | +14.3% | -15.1% | +29.4% | +14.9% |
| 6M | +47.6% | -6.5% | +54.1% | +45.0% |
| YTD | +116.0% | +98.4% | +17.5% | +85.2% |
| 1Y | +101.0% | +107.9% | -6.9% | +70.5% |
| 3Y | +199.0% | +325.3% | -126.3% | +94.6% |
| All | +199.0% | +324.2% | -125.2% | +94.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling