+192.7%
VLO vs HUT
+772.7%
-580.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.4% | -3.1% | +3.0% |
| 7D | +5.8% | +28.3% | -22.5% | +4.7% |
| 30D | +28.3% | +12.3% | +16.0% | +27.6% |
| 3M | +48.7% | -16.8% | +65.6% | +49.1% |
| 6M | +71.9% | +111.4% | -39.5% | +62.2% |
| YTD | +138.7% | +116.6% | +22.1% | +123.6% |
| 1Y | +148.5% | +290.5% | -142.0% | +121.6% |
| 3Y | +192.7% | +792.3% | -599.6% | +132.0% |
| All | +192.7% | +772.7% | -580.1% | +132.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling