+199.0%
VLO vs RACE
+28.1%
+170.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.4% |
| 7D | -13.3% | +5.1% | -18.4% | -13.3% |
| 30D | -18.3% | +7.7% | -26.0% | -18.2% |
| 3M | +14.3% | +2.2% | +12.2% | +14.4% |
| 6M | +47.6% | +23.8% | +23.9% | +47.3% |
| YTD | +116.0% | +13.9% | +102.1% | +116.6% |
| 1Y | +101.0% | +3.8% | +97.2% | +103.8% |
| 3Y | +199.0% | +28.0% | +171.0% | +196.8% |
| All | +199.0% | +28.1% | +170.9% | +196.8% |
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