+1,033.3%
VLO vs QID
-100.0%
+1,133.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | -0.1% |
| 7D | +5.2% | -0.6% | +5.8% | +4.9% |
| 30D | +22.6% | 0.0% | +22.6% | +22.7% |
| 3M | +43.8% | +3.7% | +40.0% | +47.3% |
| 6M | +65.7% | -29.9% | +95.6% | +42.1% |
| YTD | +131.1% | -28.8% | +159.9% | +100.0% |
| 1Y | +143.6% | -37.2% | +180.8% | +100.5% |
| 3Y | +201.4% | -73.7% | +275.1% | +79.8% |
| 5Y | +568.9% | -80.7% | +649.6% | +288.8% |
| 10Y | +891.8% | -99.1% | +990.9% | +39.5% |
| All | +1,033.3% | -100.0% | +1,133.3% | -63.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling