+148.3%
VLO vs QID
-33.5%
+181.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.2% | -1.0% |
| 7D | +4.0% | +2.7% | +1.2% | +3.8% |
| 30D | +19.0% | +3.3% | +15.7% | +18.7% |
| 3M | +50.0% | -5.5% | +55.5% | +49.8% |
| 6M | +79.1% | -28.4% | +107.5% | +83.8% |
| YTD | +140.3% | -26.6% | +166.8% | +146.1% |
| 1Y | +148.3% | -34.1% | +182.5% | +158.9% |
| All | +148.3% | -33.5% | +181.8% | +158.9% |
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