+120.7%
VLO vs Q
+29.7%
+91.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.8% | +1.1% |
| 7D | +9.6% | +1.2% | +8.5% | +9.7% |
| 30D | -17.4% | -2.7% | -14.7% | -17.4% |
| 3M | +10.8% | -16.9% | +27.7% | +9.8% |
| 6M | +56.9% | -26.9% | +83.8% | +54.9% |
| YTD | +136.8% | +45.2% | +91.6% | +136.6% |
| 1Y | +120.7% | +38.1% | +82.5% | +121.5% |
| All | +120.7% | +29.7% | +91.0% | +121.5% |
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