+614.6%
VLO vs FND
-61.3%
+675.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.6% |
| 7D | +6.2% | -0.8% | +7.0% | +6.3% |
| 30D | +23.5% | -19.6% | +43.1% | +25.6% |
| 3M | +53.9% | -4.3% | +58.2% | +53.3% |
| 6M | +81.7% | -20.4% | +102.1% | +84.2% |
| YTD | +142.5% | -21.9% | +164.3% | +145.5% |
| 1Y | +145.4% | -45.2% | +190.6% | +160.6% |
| 3Y | +197.3% | -49.2% | +246.6% | +211.0% |
| 5Y | +614.6% | -61.8% | +676.4% | +661.1% |
| All | +614.6% | -61.3% | +675.8% | +661.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling