+718.9%
AVGO vs VLO
+577.3%
+141.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.3% | -0.3% | +2.5% |
| 7D | -0.3% | +5.8% | -6.1% | -1.2% |
| 30D | -13.8% | +28.3% | -42.2% | -17.3% |
| 3M | -6.9% | +48.7% | -55.7% | -13.0% |
| 6M | +11.9% | +71.9% | -60.0% | +1.4% |
| YTD | +6.9% | +138.7% | -131.8% | -9.8% |
| 1Y | +7.4% | +148.5% | -141.0% | -10.4% |
| 3Y | +345.6% | +192.7% | +152.9% | +250.2% |
| 5Y | +718.9% | +601.6% | +117.3% | +459.3% |
| All | +718.9% | +577.3% | +141.6% | +459.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling