+115.7%
VLO vs NDAQ
+25.3%
+90.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +2.9% |
| 7D | +6.8% | +1.7% | +5.0% | +7.1% |
| 30D | -17.9% | +16.2% | -34.1% | -15.5% |
| 3M | +13.5% | +14.0% | -0.4% | +16.5% |
| 6M | +53.0% | +22.3% | +30.8% | +59.6% |
| YTD | +133.7% | +13.0% | +120.7% | +134.3% |
| 1Y | +115.7% | +24.0% | +91.7% | +122.6% |
| All | +115.7% | +25.3% | +90.3% | +122.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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