+223.1%
VLO vs HDB
-7.2%
+230.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.3% | +3.3% |
| 7D | -6.5% | +13.7% | -20.2% | -5.1% |
| 30D | -17.8% | +15.8% | -33.6% | -16.3% |
| 3M | +19.6% | +9.2% | +10.4% | +20.9% |
| 6M | +49.3% | +3.2% | +46.1% | +50.2% |
| YTD | +122.4% | -29.4% | +151.8% | +124.3% |
| 1Y | +107.4% | -27.9% | +135.4% | +108.9% |
| 3Y | +223.1% | -5.9% | +228.9% | +216.6% |
| All | +223.1% | -7.2% | +230.3% | +216.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling