+231.9%
VLO vs NVD
-98.4%
+330.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.9% | -2.6% | +1.4% |
| 7D | +9.6% | +28.6% | -19.0% | +10.6% |
| 30D | -17.4% | +73.6% | -91.0% | -15.7% |
| 3M | +10.8% | +70.1% | -59.3% | +13.1% |
| 6M | +56.9% | +53.6% | +3.4% | +60.2% |
| YTD | +136.8% | -7.0% | +143.8% | +137.2% |
| 1Y | +120.7% | -9.0% | +129.7% | +121.1% |
| 3Y | +231.9% | -98.3% | +330.3% | +198.9% |
| All | +231.9% | -98.4% | +330.3% | +198.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling