+36,773.5%
VLO vs NI
+5,716.3%
+31,057.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.1% |
| 7D | +9.6% | +4.3% | +5.3% | +7.5% |
| 30D | -17.4% | +12.4% | -29.8% | -21.9% |
| 3M | +10.8% | +10.2% | +0.6% | +5.7% |
| 6M | +56.9% | -0.8% | +57.8% | +56.5% |
| YTD | +136.8% | +13.2% | +123.5% | +120.4% |
| 1Y | +120.7% | +10.1% | +110.6% | +108.1% |
| 3Y | +231.9% | +103.1% | +128.8% | +128.6% |
| 5Y | +479.0% | +115.5% | +363.5% | +279.7% |
| 10Y | +792.2% | +195.5% | +596.7% | +389.9% |
| All | +36,773.5% | +5,716.3% | +31,057.2% | +7,016.6% |
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