+143.6%
VLO vs OSCR
+75.7%
+67.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +5.2% | +5.8% | -0.6% | +5.2% |
| 30D | +22.6% | +7.1% | +15.5% | +22.6% |
| 3M | +43.8% | +36.7% | +7.1% | +44.1% |
| 6M | +65.7% | +114.3% | -48.5% | +68.9% |
| YTD | +131.1% | +124.4% | +6.7% | +134.9% |
| 1Y | +143.6% | +75.5% | +68.2% | +145.4% |
| All | +143.6% | +75.7% | +67.9% | +145.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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