+153.0%
VLO vs TNA
+52.8%
+100.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.3% |
| 7D | +5.3% | -7.3% | +12.6% | +5.2% |
| 30D | +18.2% | -14.2% | +32.4% | +18.0% |
| 3M | +53.3% | -4.6% | +57.9% | +53.2% |
| 6M | +70.4% | +36.9% | +33.5% | +67.2% |
| YTD | +143.4% | +42.5% | +100.8% | +136.2% |
| 1Y | +153.0% | +45.8% | +107.2% | +144.2% |
| All | +153.0% | +52.8% | +100.2% | +144.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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