+570.0%
AVGO vs VLO
+476.5%
+93.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.3% | -6.1% | -5.0% |
| 7D | +18.2% | +9.6% | +8.5% | +16.5% |
| 30D | +0.2% | -17.4% | +17.6% | +2.9% |
| 3M | -16.8% | +10.8% | -27.6% | -18.6% |
| 6M | -16.5% | +56.9% | -73.4% | -23.1% |
| YTD | +0.8% | +136.8% | -136.0% | -15.3% |
| 1Y | +2.8% | +120.7% | -117.8% | -12.3% |
| 3Y | +278.5% | +231.9% | +46.6% | +189.2% |
| All | +570.0% | +476.5% | +93.5% | +371.3% |
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