+153.0%
VLO vs NI
+4.4%
+148.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +5.3% | 0.0% | +5.3% | +5.3% |
| 30D | +18.2% | -1.4% | +19.6% | +17.9% |
| 3M | +53.3% | -10.6% | +63.9% | +50.2% |
| 6M | +70.4% | -9.3% | +79.8% | +67.4% |
| YTD | +143.4% | +1.1% | +142.2% | +141.7% |
| 1Y | +153.0% | +3.4% | +149.6% | +154.2% |
| All | +153.0% | +4.4% | +148.6% | +154.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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