+127.8%
VLO vs Q
+78.4%
+49.4%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.7% |
| 7D | +6.2% | +6.6% | -0.4% | +6.6% |
| 30D | +23.5% | -6.6% | +30.1% | +23.1% |
| 3M | +53.9% | -13.2% | +67.1% | +53.1% |
| 6M | +81.7% | +9.9% | +71.7% | +82.9% |
| YTD | +142.5% | +53.9% | +88.5% | +142.4% |
| All | +127.8% | +78.4% | +49.4% | +130.9% |
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