+614.6%
VLO vs SPXS
-85.7%
+700.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.1% | +1.9% |
| 7D | +6.2% | +1.2% | +5.0% | +6.5% |
| 30D | +23.5% | +5.2% | +18.3% | +24.9% |
| 3M | +53.9% | -9.2% | +63.0% | +51.0% |
| 6M | +81.7% | -29.6% | +111.3% | +68.5% |
| YTD | +142.5% | -27.6% | +170.1% | +127.0% |
| 1Y | +145.4% | -36.7% | +182.2% | +123.4% |
| 3Y | +197.3% | -79.8% | +277.2% | +121.4% |
| 5Y | +614.6% | -85.9% | +700.5% | +442.5% |
| All | +614.6% | -85.7% | +700.3% | +442.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 5y: compounded portfolio wealth divided by compounded SPXS 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…
5y analysis · Full analysis span regression · 6 months rolling