+226.4%
VLO vs NXT
+171.8%
+54.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.6% | +5.2% | +1.8% |
| 7D | +6.2% | -0.2% | +6.5% | +6.3% |
| 30D | +23.5% | -20.0% | +43.5% | +25.2% |
| 3M | +53.9% | -30.9% | +84.8% | +57.1% |
| 6M | +81.7% | -23.8% | +105.5% | +81.8% |
| YTD | +142.5% | -5.4% | +147.9% | +135.9% |
| 1Y | +145.4% | +28.0% | +117.4% | +129.1% |
| 3Y | +197.3% | +93.3% | +104.0% | +153.6% |
| All | +226.4% | +171.8% | +54.6% | +162.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling