+35,889.1%
VLO vs NI
+5,092.7%
+30,796.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.7% | +0.3% |
| 7D | +5.2% | +2.0% | +3.2% | +4.2% |
| 30D | +22.6% | -3.5% | +26.1% | +24.6% |
| 3M | +43.8% | -9.1% | +52.9% | +49.8% |
| 6M | +65.7% | -11.8% | +77.6% | +74.3% |
| YTD | +131.1% | +1.1% | +130.0% | +127.2% |
| 1Y | +143.6% | +6.7% | +136.9% | +132.7% |
| 3Y | +201.4% | +71.1% | +130.3% | +124.6% |
| 5Y | +568.9% | +94.3% | +474.6% | +360.4% |
| 10Y | +891.8% | +135.8% | +756.0% | +505.1% |
| All | +35,889.1% | +5,092.7% | +30,796.4% | +7,234.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling