+153.0%
VLO vs FND
-45.3%
+198.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.5% |
| 7D | +5.3% | -5.8% | +11.1% | +4.3% |
| 30D | +18.2% | -20.2% | +38.4% | +13.9% |
| 3M | +53.3% | -12.0% | +65.3% | +50.6% |
| 6M | +70.4% | -18.5% | +88.9% | +71.3% |
| YTD | +143.4% | -22.3% | +165.6% | +144.4% |
| 1Y | +153.0% | -47.6% | +200.6% | +147.8% |
| All | +153.0% | -45.3% | +198.3% | +147.8% |
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