+30,355.4%
AVGO vs VLO
+3,570.0%
+26,785.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.7% | +0.3% | +3.0% |
| 7D | +6.1% | -0.4% | +6.5% | +6.3% |
| 30D | -2.7% | -16.6% | +13.9% | +2.0% |
| 3M | -16.9% | +12.3% | -29.2% | -20.2% |
| 6M | -19.1% | +47.8% | -67.0% | -28.7% |
| YTD | +0.3% | +126.7% | -126.4% | -23.3% |
| 1Y | -1.2% | +105.4% | -106.5% | -22.2% |
| 3Y | +272.4% | +222.0% | +50.5% | +149.1% |
| 5Y | +579.0% | +449.8% | +129.2% | +265.2% |
| 10Y | +2,584.7% | +754.3% | +1,830.4% | +1,009.8% |
| All | +30,355.4% | +3,570.0% | +26,785.4% | +6,578.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling