+120.6%
VLO vs FND
-10.3%
+130.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +10.9% | -16.7% | -3.2% |
| 7D | -6.0% | +12.3% | -18.3% | -3.1% |
| 30D | -12.9% | +14.7% | -27.6% | -9.7% |
| 3M | +18.3% | -12.0% | +30.3% | +17.0% |
| 6M | +46.4% | +10.8% | +35.7% | +52.2% |
| YTD | +127.7% | -12.3% | +140.0% | +135.4% |
| 1Y | +120.6% | -13.4% | +134.0% | +128.8% |
| All | +120.6% | -10.3% | +130.9% | +128.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling