+420.0%
VLO vs NDAQ
+60.8%
+359.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.6% | -1.4% |
| 7D | -13.3% | +0.8% | -14.2% | -13.5% |
| 30D | -18.3% | +16.5% | -34.8% | -21.1% |
| 3M | +14.3% | +13.5% | +0.8% | +11.0% |
| 6M | +47.6% | +20.9% | +26.7% | +40.6% |
| YTD | +116.0% | +11.4% | +104.6% | +109.3% |
| 1Y | +101.0% | +25.9% | +75.1% | +86.7% |
| 3Y | +199.0% | +119.9% | +79.2% | +131.0% |
| All | +420.0% | +60.8% | +359.2% | +350.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling