+103.3%
VLO vs STLA
-57.6%
+160.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +2.9% |
| 7D | -6.5% | -6.4% | -0.1% | -7.1% |
| 30D | -17.8% | -1.3% | -16.4% | -17.7% |
| 3M | +19.6% | -19.9% | +39.5% | +16.2% |
| 6M | +49.3% | -42.9% | +92.2% | +38.3% |
| YTD | +122.4% | -59.4% | +181.8% | +109.7% |
| All | +103.3% | -57.6% | +160.9% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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