+911.8%
VLO vs ENTG
+778.5%
+133.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.9% | +3.0% | 0.0% |
| 7D | +4.0% | +5.1% | -1.1% | +2.7% |
| 30D | +19.0% | -8.5% | +27.5% | +21.1% |
| 3M | +50.0% | +6.7% | +43.3% | +42.7% |
| 6M | +79.1% | +17.7% | +61.4% | +62.1% |
| YTD | +140.3% | +63.5% | +76.8% | +95.2% |
| 1Y | +148.3% | +73.6% | +74.7% | +95.1% |
| 3Y | +194.6% | +44.6% | +150.1% | +128.7% |
| 5Y | +609.6% | +16.1% | +593.5% | +441.3% |
| All | +911.8% | +778.5% | +133.3% | +262.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling