+120.6%
VLO vs HDB
-32.8%
+153.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +5.6% | -11.3% | -3.8% |
| 7D | -6.0% | +12.9% | -18.9% | -1.9% |
| 30D | -12.9% | +10.0% | -22.9% | -9.8% |
| 3M | +18.3% | +1.8% | +16.5% | +18.9% |
| 6M | +46.4% | -2.1% | +48.5% | +46.3% |
| YTD | +127.7% | -33.4% | +161.2% | +91.9% |
| 1Y | +120.6% | -32.9% | +153.5% | +85.8% |
| All | +120.6% | -32.8% | +153.5% | +85.8% |
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