+210.5%
VLO vs IT
-53.1%
+263.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.6% |
| 7D | -9.5% | -7.5% | -2.0% | -8.8% |
| 30D | -19.1% | -1.2% | -18.0% | -19.3% |
| 3M | +11.4% | -2.2% | +13.6% | +11.0% |
| 6M | +46.7% | +19.1% | +27.7% | +41.8% |
| YTD | +118.6% | -25.1% | +143.7% | +126.1% |
| 1Y | +99.9% | -17.4% | +117.3% | +102.1% |
| 3Y | +210.5% | -54.1% | +264.6% | +278.9% |
| All | +210.5% | -53.1% | +263.5% | +278.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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