+192.7%
VLO vs QID
-74.5%
+267.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.3% | +3.0% | +3.3% |
| 7D | +5.8% | -2.7% | +8.5% | +5.3% |
| 30D | +28.3% | +1.8% | +26.5% | +28.8% |
| 3M | +48.7% | -2.2% | +50.9% | +48.6% |
| 6M | +71.9% | -32.1% | +104.0% | +59.5% |
| YTD | +138.7% | -28.6% | +167.2% | +124.7% |
| 1Y | +148.5% | -36.3% | +184.8% | +128.0% |
| 3Y | +192.7% | -74.4% | +267.1% | +123.8% |
| All | +192.7% | -74.5% | +267.1% | +123.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling