+192.7%
VLO vs ENTG
+47.4%
+145.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +3.1% |
| 7D | +5.8% | +8.9% | -3.2% | +4.7% |
| 30D | +28.3% | -7.2% | +35.6% | +29.2% |
| 3M | +48.7% | +6.4% | +42.3% | +44.7% |
| 6M | +71.9% | +25.7% | +46.2% | +59.7% |
| YTD | +138.7% | +67.9% | +70.8% | +106.1% |
| 1Y | +148.5% | +72.4% | +76.1% | +110.6% |
| 3Y | +192.7% | +48.4% | +144.2% | +142.8% |
| All | +192.7% | +47.4% | +145.3% | +142.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling