+115.7%
VLO vs TXT
+2.5%
+113.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +5.0% | +3.0% |
| 7D | +6.8% | -1.1% | +7.8% | +6.7% |
| 30D | -17.9% | +13.3% | -31.1% | -17.5% |
| 3M | +13.5% | -5.1% | +18.7% | +13.7% |
| 6M | +53.0% | -7.1% | +60.2% | +53.1% |
| YTD | +133.7% | -3.2% | +137.0% | +127.3% |
| 1Y | +115.7% | +2.3% | +113.4% | +112.0% |
| All | +115.7% | +2.5% | +113.2% | +112.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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