+192.7%
VLO vs FND
-49.6%
+242.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.6% | +7.9% | +3.6% |
| 7D | +5.8% | +0.4% | +5.4% | +5.7% |
| 30D | +28.3% | -23.6% | +51.9% | +30.9% |
| 3M | +48.7% | +4.3% | +44.4% | +46.4% |
| 6M | +71.9% | -20.3% | +92.2% | +75.3% |
| YTD | +138.7% | -21.3% | +160.0% | +142.3% |
| 1Y | +148.5% | -45.4% | +193.8% | +172.0% |
| 3Y | +192.7% | -48.9% | +241.5% | +191.4% |
| All | +192.7% | -49.6% | +242.2% | +191.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling