+145.4%
VLO vs HDB
-37.2%
+182.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +0.9% |
| 7D | +6.2% | -4.9% | +11.1% | +4.2% |
| 30D | +23.5% | -5.8% | +29.3% | +20.6% |
| 3M | +53.9% | -5.2% | +59.1% | +52.7% |
| 6M | +81.7% | -25.7% | +107.4% | +64.8% |
| YTD | +142.5% | -39.6% | +182.0% | +103.3% |
| 1Y | +145.4% | -36.9% | +182.4% | +105.3% |
| All | +145.4% | -37.2% | +182.6% | +105.3% |
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