+120.6%
VLO vs SPXU
-30.4%
+151.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -4.9% | -0.9% | -4.9% |
| 7D | -6.0% | +2.2% | -8.1% | -6.2% |
| 30D | -12.9% | +3.8% | -16.6% | -13.3% |
| 3M | +18.3% | +3.3% | +15.1% | +17.7% |
| 6M | +46.4% | -16.7% | +63.2% | +50.0% |
| YTD | +127.7% | -28.6% | +156.4% | +141.5% |
| 1Y | +120.6% | -30.6% | +151.2% | +133.8% |
| All | +120.6% | -30.4% | +151.0% | +133.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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