+143.6%
VLO vs NTR
+43.1%
+100.5%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.6% |
| 7D | +5.2% | +8.1% | -2.9% | +2.1% |
| 30D | +22.6% | +18.8% | +3.8% | +14.8% |
| 3M | +43.8% | +16.2% | +27.6% | +35.5% |
| 6M | +65.7% | +9.8% | +56.0% | +59.4% |
| YTD | +131.1% | +30.9% | +100.2% | +112.2% |
| 1Y | +143.6% | +41.8% | +101.9% | +119.6% |
| All | +143.6% | +43.1% | +100.5% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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