+103.3%
VLO vs XRT
+16.2%
+87.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.7% | -0.7% | +3.9% |
| 7D | -6.5% | +2.5% | -9.0% | -5.6% |
| 30D | -17.8% | +10.3% | -28.1% | -15.3% |
| 3M | +19.6% | +2.4% | +17.2% | +21.4% |
| 6M | +49.3% | +10.0% | +39.3% | +54.1% |
| YTD | +122.4% | +9.5% | +112.8% | +133.4% |
| All | +103.3% | +16.2% | +87.1% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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