+79.1%
VLO vs EQX
-27.6%
+106.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.1% | +4.2% | -1.9% |
| 7D | +4.0% | -7.0% | +11.0% | +2.5% |
| 30D | +19.0% | +4.8% | +14.1% | +20.6% |
| 3M | +50.0% | +25.6% | +24.3% | +59.0% |
| 6M | +79.1% | -25.8% | +105.0% | +68.6% |
| All | +79.1% | -27.6% | +106.7% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 6mo: compounded portfolio wealth divided by compounded EQX 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…
6mo analysis · Full analysis span regression · 6 months rolling