+614.6%
VLO vs NI
+95.2%
+519.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +6.2% | +1.3% | +5.0% | +5.9% |
| 30D | +23.5% | -0.3% | +23.8% | +23.6% |
| 3M | +53.9% | -9.5% | +63.3% | +57.4% |
| 6M | +81.7% | -10.2% | +91.9% | +85.8% |
| YTD | +142.5% | +1.8% | +140.7% | +138.4% |
| 1Y | +145.4% | +5.7% | +139.8% | +137.9% |
| 3Y | +197.3% | +69.6% | +127.7% | +142.8% |
| 5Y | +614.6% | +95.8% | +518.8% | +449.0% |
| All | +614.6% | +95.2% | +519.4% | +449.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling