+210.5%
VLO vs RACE
+26.8%
+183.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.7% |
| 7D | -9.5% | +0.2% | -9.8% | -9.5% |
| 30D | -19.1% | +6.6% | -25.8% | -19.1% |
| 3M | +11.4% | +2.2% | +9.2% | +11.4% |
| 6M | +46.7% | +22.4% | +24.4% | +46.5% |
| YTD | +118.6% | +13.8% | +104.8% | +119.3% |
| 1Y | +99.9% | +2.2% | +97.7% | +103.1% |
| 3Y | +210.5% | +25.6% | +184.8% | +210.3% |
| All | +210.5% | +26.8% | +183.7% | +210.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling