+432.7%
VLO vs ENTG
-3.4%
+436.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.5% |
| 7D | -9.5% | -9.3% | -0.2% | -8.4% |
| 30D | -19.1% | -16.4% | -2.8% | -17.5% |
| 3M | +11.4% | -3.8% | +15.2% | +11.0% |
| 6M | +46.7% | -6.9% | +53.7% | +44.2% |
| YTD | +118.6% | +65.0% | +53.7% | +88.6% |
| 1Y | +99.9% | +61.7% | +38.2% | +72.6% |
| 3Y | +210.5% | +46.6% | +163.8% | +159.9% |
| 5Y | +432.7% | -2.7% | +435.4% | +366.4% |
| All | +432.7% | -3.4% | +436.0% | +366.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling