+143.6%
VLO vs ENTG
+76.2%
+67.4%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.1% | +0.1% |
| 7D | +5.2% | +2.8% | +2.4% | +5.3% |
| 30D | +22.6% | -4.7% | +27.3% | +22.5% |
| 3M | +43.8% | -0.7% | +44.5% | +43.6% |
| 6M | +65.7% | +7.7% | +58.0% | +65.8% |
| YTD | +131.1% | +65.1% | +66.0% | +118.5% |
| 1Y | +143.6% | +74.8% | +68.8% | +132.3% |
| All | +143.6% | +76.2% | +67.4% | +132.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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