+143.6%
VLO vs QID
-38.2%
+181.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +5.2% | -0.6% | +5.8% | +5.2% |
| 30D | +22.6% | 0.0% | +22.6% | +22.6% |
| 3M | +43.8% | +3.7% | +40.0% | +42.6% |
| 6M | +65.7% | -29.9% | +95.6% | +70.7% |
| YTD | +131.1% | -28.8% | +159.9% | +137.1% |
| 1Y | +143.6% | -37.2% | +180.8% | +167.2% |
| All | +143.6% | -38.2% | +181.8% | +167.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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