+210.5%
VLO vs IP
+20.8%
+189.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.6% |
| 7D | -9.5% | 0.0% | -9.6% | -9.5% |
| 30D | -19.1% | +9.4% | -28.5% | -19.8% |
| 3M | +11.4% | -14.1% | +25.4% | +12.9% |
| 6M | +46.7% | +9.2% | +37.6% | +43.8% |
| YTD | +118.6% | -7.5% | +126.2% | +119.5% |
| 1Y | +99.9% | -2.8% | +102.7% | +98.0% |
| 3Y | +210.5% | +21.2% | +189.2% | +207.6% |
| All | +210.5% | +20.8% | +189.7% | +207.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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