+432.2%
VLO vs HDB
-23.0%
+455.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.3% | +2.9% |
| 7D | -6.5% | +13.7% | -20.2% | -6.9% |
| 30D | -17.8% | +15.8% | -33.6% | -18.2% |
| 3M | +19.6% | +9.2% | +10.4% | +19.1% |
| 6M | +49.3% | +3.2% | +46.1% | +48.9% |
| YTD | +122.4% | -29.4% | +151.8% | +131.4% |
| 1Y | +107.4% | -27.9% | +135.4% | +115.1% |
| 3Y | +223.1% | -5.9% | +228.9% | +214.8% |
| 5Y | +432.2% | -23.5% | +455.7% | +455.1% |
| All | +432.2% | -23.0% | +455.2% | +455.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling