+99.9%
VLO vs NDAQ
+27.8%
+72.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.1% | -1.4% |
| 7D | -9.5% | +2.9% | -12.4% | -9.0% |
| 30D | -19.1% | +17.5% | -36.6% | -16.6% |
| 3M | +11.4% | +15.4% | -4.1% | +14.5% |
| 6M | +46.7% | +24.6% | +22.1% | +53.7% |
| YTD | +118.6% | +14.4% | +104.2% | +119.6% |
| 1Y | +99.9% | +26.9% | +72.9% | +107.8% |
| All | +99.9% | +27.8% | +72.0% | +107.8% |
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