+193.8%
VLO vs NVD
-99.1%
+293.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.6% |
| 7D | +6.2% | +0.5% | +5.7% | +6.3% |
| 30D | +23.5% | -9.3% | +32.8% | +23.2% |
| 3M | +53.9% | -22.1% | +75.9% | +52.9% |
| 6M | +81.7% | -45.8% | +127.5% | +78.1% |
| YTD | +142.5% | -46.7% | +189.2% | +138.0% |
| 1Y | +145.4% | -59.5% | +204.9% | +138.3% |
| All | +193.8% | -99.1% | +293.0% | +157.3% |
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