+143.6%
VLO vs HDB
-34.6%
+178.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | -0.2% |
| 7D | +5.2% | +0.4% | +4.8% | +5.4% |
| 30D | +22.6% | -2.8% | +25.4% | +21.2% |
| 3M | +43.8% | -3.5% | +47.3% | +43.3% |
| 6M | +65.7% | -24.7% | +90.5% | +51.2% |
| YTD | +131.1% | -36.6% | +167.7% | +96.8% |
| 1Y | +143.6% | -34.4% | +178.0% | +106.4% |
| All | +143.6% | -34.6% | +178.3% | +106.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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