+143.6%
VLO vs P
+32.0%
+111.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.1% |
| 7D | +5.2% | +6.5% | -1.3% | +4.9% |
| 30D | +22.6% | +18.8% | +3.8% | +22.0% |
| 3M | +43.8% | +26.7% | +17.0% | +42.7% |
| 6M | +65.7% | +62.2% | +3.6% | +62.7% |
| YTD | +131.1% | +48.5% | +82.6% | +127.1% |
| 1Y | +143.6% | +26.4% | +117.2% | +150.5% |
| All | +143.6% | +32.0% | +111.7% | +150.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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