+120.6%
VLO vs FRSH
+21.1%
+99.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -6.3% | +0.5% | -5.5% |
| 7D | -6.0% | -13.8% | +7.8% | -5.5% |
| 30D | -12.9% | +0.3% | -13.2% | -12.7% |
| 3M | +18.3% | +10.1% | +8.2% | +18.2% |
| 6M | +46.4% | +47.7% | -1.2% | +44.8% |
| YTD | +127.7% | +8.2% | +119.5% | +115.6% |
| 1Y | +120.6% | +21.4% | +99.2% | +106.8% |
| All | +120.6% | +21.1% | +99.5% | +106.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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