+148.3%
VLO vs ENTG
+69.7%
+78.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.9% | +3.0% | -1.0% |
| 7D | +4.0% | +5.1% | -1.1% | +4.1% |
| 30D | +19.0% | -8.5% | +27.5% | +18.8% |
| 3M | +50.0% | +6.7% | +43.3% | +50.0% |
| 6M | +79.1% | +17.7% | +61.4% | +77.5% |
| YTD | +140.3% | +63.5% | +76.8% | +127.4% |
| 1Y | +148.3% | +73.6% | +74.7% | +137.1% |
| All | +148.3% | +69.7% | +78.7% | +137.1% |
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 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