+589.6%
VLO vs EQX
+226.7%
+362.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.1% | +4.2% | -0.6% |
| 7D | +4.0% | -7.0% | +11.0% | +4.4% |
| 30D | +19.0% | +4.8% | +14.1% | +18.6% |
| 3M | +50.0% | +25.6% | +24.3% | +47.6% |
| 6M | +79.1% | -25.8% | +105.0% | +81.4% |
| YTD | +140.3% | -12.7% | +153.0% | +139.6% |
| 1Y | +148.3% | +14.1% | +134.3% | +142.1% |
| 3Y | +194.6% | +165.7% | +28.9% | +163.5% |
| 5Y | +609.6% | +81.2% | +528.4% | +531.6% |
| All | +589.6% | +226.7% | +362.9% | +604.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling