+143.6%
VLO vs HLT
+13.1%
+130.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | -0.3% |
| 7D | +5.2% | -3.3% | +8.5% | +4.0% |
| 30D | +22.6% | -4.1% | +26.7% | +21.0% |
| 3M | +43.8% | -7.9% | +51.7% | +40.1% |
| 6M | +65.7% | +2.2% | +63.6% | +66.2% |
| YTD | +131.1% | +8.5% | +122.6% | +131.0% |
| 1Y | +143.6% | +12.1% | +131.5% | +135.8% |
| All | +143.6% | +13.1% | +130.6% | +135.8% |
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