+576.5%
VLO vs ONON
-24.2%
+600.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +4.0% | -5.3% | +9.3% | +4.4% |
| 30D | +19.0% | -13.1% | +32.1% | +20.3% |
| 3M | +50.0% | -29.3% | +79.3% | +53.6% |
| 6M | +79.1% | -34.5% | +113.7% | +84.1% |
| YTD | +140.3% | -42.2% | +182.5% | +150.2% |
| 1Y | +148.3% | -37.3% | +185.7% | +155.5% |
| 3Y | +194.6% | -9.3% | +203.9% | +188.9% |
| All | +576.5% | -24.2% | +600.7% | +539.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 5y: compounded portfolio wealth divided by compounded ONON 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…
5y analysis · Full analysis span regression · 6 months rolling