+900.2%
VLO vs HDB
+34.0%
+866.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.0% | +6.3% | +4.3% |
| 7D | +5.8% | -2.0% | +7.8% | +6.5% |
| 30D | +28.3% | -4.9% | +33.2% | +30.4% |
| 3M | +48.7% | -2.3% | +51.0% | +48.4% |
| 6M | +71.9% | -23.7% | +95.6% | +85.5% |
| YTD | +138.7% | -38.5% | +177.1% | +179.1% |
| 1Y | +148.5% | -36.5% | +184.9% | +185.7% |
| 3Y | +192.7% | -28.5% | +221.1% | +209.5% |
| 5Y | +601.6% | -37.4% | +639.0% | +669.8% |
| 10Y | +900.2% | +34.0% | +866.1% | +669.1% |
| All | +900.2% | +34.0% | +866.2% | +669.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling