+97.0%
VLO vs INFQ
-9.1%
+106.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -1.1% |
| 7D | +4.0% | +2.4% | +1.6% | +4.2% |
| 30D | +19.0% | +9.6% | +9.3% | +20.2% |
| 3M | +50.0% | -4.6% | +54.5% | +50.2% |
| 6M | +79.1% | +6.7% | +72.5% | +91.1% |
| All | +97.0% | -9.1% | +106.1% | +107.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 5y: compounded portfolio wealth divided by compounded INFQ 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…
5y analysis · Full analysis span regression · 6 months rolling