+193.8%
VLO vs TRI
-19.2%
+213.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.4% | +1.7% |
| 7D | +6.2% | -8.4% | +14.6% | +6.8% |
| 30D | +23.5% | -6.5% | +30.0% | +23.9% |
| 3M | +53.9% | +18.6% | +35.3% | +50.9% |
| 6M | +81.7% | -10.4% | +92.1% | +80.4% |
| YTD | +142.5% | -23.7% | +166.2% | +143.7% |
| 1Y | +145.4% | -42.5% | +187.9% | +154.3% |
| All | +193.8% | -19.2% | +213.1% | +186.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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