+31,416.6%
AVGO vs VLO
+3,640.7%
+27,775.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.0% | +5.2% | -8.2% | -4.4% |
| 30D | -14.4% | +22.6% | -37.0% | -19.4% |
| 3M | -14.4% | +43.8% | -58.2% | -23.3% |
| 6M | +13.1% | +65.7% | -52.6% | -3.6% |
| YTD | +3.8% | +131.1% | -127.3% | -20.5% |
| 1Y | +17.8% | +143.6% | -125.9% | -11.6% |
| 3Y | +325.3% | +201.4% | +123.9% | +191.5% |
| 5Y | +689.9% | +568.9% | +121.0% | +300.6% |
| 10Y | +2,597.0% | +891.8% | +1,705.2% | +965.3% |
| All | +31,416.6% | +3,640.7% | +27,775.9% | +6,823.3% |
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 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