+17.8%
AVGO vs VLO
+143.4%
-125.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.0% | +5.2% | -8.2% | -2.5% |
| 30D | -14.4% | +22.6% | -37.0% | -12.8% |
| 3M | -14.4% | +43.8% | -58.2% | -11.2% |
| 6M | +13.1% | +65.7% | -52.6% | +19.1% |
| YTD | +3.8% | +131.1% | -127.3% | +10.1% |
| 1Y | +17.8% | +143.6% | -125.9% | +28.6% |
| All | +17.8% | +143.4% | -125.6% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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