+120.6%
VLO vs Q
+19.7%
+100.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.1% | -5.7% | -5.8% |
| 7D | -6.0% | -3.3% | -2.7% | -6.1% |
| 30D | -12.9% | -9.7% | -3.2% | -13.2% |
| 3M | +18.3% | -16.1% | +34.4% | +17.5% |
| 6M | +46.4% | -15.7% | +62.1% | +45.9% |
| YTD | +127.7% | +45.7% | +82.0% | +126.8% |
| 1Y | +120.6% | +18.0% | +102.6% | +122.0% |
| All | +120.6% | +19.7% | +100.9% | +122.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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