+588.7%
VLO vs EQT
+192.5%
+396.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.8% |
| 7D | +5.3% | -2.0% | +7.3% | +6.0% |
| 30D | +18.2% | 0.0% | +18.2% | +18.1% |
| 3M | +53.3% | +5.9% | +47.4% | +50.2% |
| 6M | +70.4% | -14.8% | +85.2% | +78.5% |
| YTD | +143.4% | +1.8% | +141.6% | +140.4% |
| 1Y | +153.0% | +7.4% | +145.6% | +144.7% |
| 3Y | +195.0% | +33.6% | +161.3% | +155.9% |
| All | +588.7% | +192.5% | +396.1% | +375.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling