+37,066.7%
VLO vs EQT
+3,004.6%
+34,062.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.4% | +3.3% |
| 7D | +5.8% | -0.8% | +6.6% | +6.1% |
| 30D | +28.3% | +6.6% | +21.7% | +25.0% |
| 3M | +48.7% | +4.4% | +44.4% | +45.7% |
| 6M | +71.9% | -10.5% | +82.4% | +78.8% |
| YTD | +138.7% | +3.7% | +134.9% | +132.8% |
| 1Y | +148.5% | +9.9% | +138.6% | +135.4% |
| 3Y | +192.7% | +35.4% | +157.3% | +142.7% |
| 5Y | +601.6% | +189.2% | +412.4% | +291.9% |
| 10Y | +900.2% | +50.7% | +849.5% | +485.6% |
| All | +37,066.7% | +3,004.6% | +34,062.1% | +5,652.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling