+148.3%
VLO vs HBM
+103.9%
+44.4%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.5% | +6.6% | -1.2% |
| 7D | +4.0% | -3.7% | +7.7% | +3.8% |
| 30D | +19.0% | -3.7% | +22.7% | +18.9% |
| 3M | +50.0% | +8.0% | +42.0% | +51.0% |
| 6M | +79.1% | +15.8% | +63.4% | +83.2% |
| YTD | +140.3% | +34.4% | +105.9% | +141.5% |
| 1Y | +148.3% | +98.2% | +50.2% | +161.3% |
| All | +148.3% | +103.9% | +44.4% | +161.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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