+148.3%
VLO vs INDA
-9.3%
+157.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -1.7% |
| 7D | +4.0% | -3.6% | +7.6% | +1.3% |
| 30D | +19.0% | -4.0% | +22.9% | +15.7% |
| 3M | +50.0% | +1.7% | +48.3% | +52.1% |
| 6M | +79.1% | -3.6% | +82.8% | +78.9% |
| YTD | +140.3% | -11.0% | +151.3% | +137.9% |
| 1Y | +148.3% | -9.5% | +157.8% | +145.9% |
| All | +148.3% | -9.3% | +157.6% | +145.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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