+601.6%
VLO vs NDAQ
+55.5%
+546.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.9% | +5.2% | +3.7% |
| 7D | +5.8% | -2.6% | +8.3% | +6.3% |
| 30D | +28.3% | +0.5% | +27.9% | +28.2% |
| 3M | +48.7% | +9.9% | +38.8% | +45.0% |
| 6M | +71.9% | +8.2% | +63.7% | +67.7% |
| YTD | +138.7% | -1.5% | +140.2% | +138.1% |
| 1Y | +148.5% | +1.3% | +147.1% | +145.1% |
| 3Y | +192.7% | +92.6% | +100.1% | +136.6% |
| 5Y | +601.6% | +53.8% | +547.8% | +499.8% |
| All | +601.6% | +55.5% | +546.1% | +499.8% |
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 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