+231.9%
VLO vs NI
+102.7%
+129.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.2% |
| 7D | +9.6% | +4.3% | +5.3% | +9.1% |
| 30D | -17.4% | +12.4% | -29.8% | -18.6% |
| 3M | +10.8% | +10.2% | +0.6% | +9.4% |
| 6M | +56.9% | -0.8% | +57.8% | +56.7% |
| YTD | +136.8% | +13.2% | +123.5% | +129.5% |
| 1Y | +120.7% | +10.1% | +110.6% | +115.2% |
| 3Y | +231.9% | +103.1% | +128.8% | +172.2% |
| All | +231.9% | +102.7% | +129.2% | +172.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling