+191.2%
VLO vs EQT
+34.2%
+157.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.1% |
| 7D | +4.0% | -1.2% | +5.1% | +4.3% |
| 30D | +19.0% | +1.1% | +17.9% | +18.6% |
| 3M | +50.0% | +4.8% | +45.2% | +47.9% |
| 6M | +79.1% | -10.6% | +89.7% | +83.7% |
| YTD | +140.3% | +3.4% | +136.8% | +137.3% |
| 1Y | +148.3% | +8.7% | +139.7% | +141.8% |
| All | +191.2% | +34.2% | +157.0% | +158.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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