+148.3%
VLO vs NVD
-54.6%
+202.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.5% | -5.4% | -1.2% |
| 7D | +4.0% | +9.0% | -5.1% | +3.5% |
| 30D | +19.0% | -5.5% | +24.5% | +19.1% |
| 3M | +50.0% | -24.6% | +74.6% | +51.3% |
| 6M | +79.1% | -42.1% | +121.2% | +82.5% |
| YTD | +140.3% | -44.3% | +184.6% | +143.3% |
| 1Y | +148.3% | -54.2% | +202.5% | +156.8% |
| All | +148.3% | -54.6% | +202.9% | +156.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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