+120.6%
VLO vs HLT
+46.7%
+74.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.5% | -9.2% | -4.3% |
| 7D | -6.0% | +7.7% | -13.7% | -3.0% |
| 30D | -12.9% | +19.1% | -32.0% | -5.9% |
| 3M | +18.3% | +20.7% | -2.4% | +29.0% |
| 6M | +46.4% | +21.0% | +25.4% | +59.7% |
| YTD | +127.7% | +31.3% | +96.5% | +148.7% |
| 1Y | +120.6% | +45.9% | +74.8% | +134.0% |
| All | +120.6% | +46.7% | +74.0% | +134.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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