+105.4%
VLO vs RACE
+0.7%
+104.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | -0.4% | -3.9% | +3.4% | -1.5% |
| 30D | -16.6% | +6.8% | -23.4% | -15.0% |
| 3M | +12.3% | +1.3% | +10.9% | +13.2% |
| 6M | +47.8% | +26.3% | +21.6% | +58.3% |
| YTD | +126.7% | +13.8% | +112.9% | +143.2% |
| 1Y | +105.4% | -0.5% | +105.8% | +126.5% |
| All | +105.4% | +0.7% | +104.7% | +126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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