+143.6%
VLO vs TRU
-7.3%
+150.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.9% | +5.9% | -0.3% |
| 7D | +5.2% | -6.8% | +12.0% | +4.8% |
| 30D | +22.6% | 0.0% | +22.6% | +22.6% |
| 3M | +43.8% | +13.3% | +30.5% | +44.5% |
| 6M | +65.7% | +3.4% | +62.3% | +67.7% |
| YTD | +131.1% | -6.4% | +137.5% | +136.6% |
| 1Y | +143.6% | -9.7% | +153.3% | +153.2% |
| All | +143.6% | -7.3% | +150.9% | +153.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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