+103.3%
VLO vs HUT
+21.4%
+81.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.3% | -5.3% | +3.0% |
| 7D | -6.5% | +3.7% | -10.1% | -6.3% |
| 30D | -17.8% | -32.3% | +14.6% | -18.1% |
| 3M | +19.6% | -35.6% | +55.2% | +19.1% |
| 6M | +49.3% | -42.1% | +91.4% | +48.7% |
| YTD | +122.4% | +24.1% | +98.3% | +109.3% |
| All | +103.3% | +21.4% | +81.9% | +91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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