+195.5%
VLO vs HDB
-24.9%
+220.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +5.2% | +0.4% | +4.8% | +5.3% |
| 30D | +22.6% | -2.8% | +25.4% | +22.3% |
| 3M | +43.8% | -3.5% | +47.3% | +43.3% |
| 6M | +65.7% | -24.7% | +90.5% | +65.0% |
| YTD | +131.1% | -36.6% | +167.7% | +131.3% |
| 1Y | +143.6% | -34.4% | +178.0% | +142.9% |
| All | +195.5% | -24.9% | +220.4% | +189.7% |
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