+120.7%
VLO vs ENTG
+78.6%
+42.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.8% | +5.1% | +1.3% |
| 7D | +9.6% | +15.2% | -5.5% | +9.8% |
| 30D | -17.4% | -3.6% | -13.7% | -17.5% |
| 3M | +10.8% | -10.0% | +20.7% | +10.3% |
| 6M | +56.9% | +1.8% | +55.2% | +58.0% |
| YTD | +136.8% | +75.5% | +61.3% | +126.3% |
| 1Y | +120.7% | +82.4% | +38.3% | +110.2% |
| All | +120.7% | +78.6% | +42.0% | +110.2% |
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