+9,706.6%
VLO vs ENTG
+1,234.5%
+8,472.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.1% | -1.4% |
| 7D | +5.2% | +2.8% | +2.4% | +4.5% |
| 30D | +22.6% | -4.7% | +27.3% | +23.3% |
| 3M | +43.8% | -0.7% | +44.5% | +39.6% |
| 6M | +65.7% | +7.7% | +58.0% | +55.0% |
| YTD | +131.1% | +65.1% | +66.0% | +93.6% |
| 1Y | +143.6% | +74.8% | +68.8% | +98.9% |
| 3Y | +201.4% | +36.9% | +164.5% | +149.6% |
| 5Y | +568.9% | +16.1% | +552.8% | +443.0% |
| 10Y | +891.8% | +740.3% | +151.5% | +390.0% |
| All | +9,706.6% | +1,234.5% | +8,472.1% | +2,995.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling