+1,462.0%
BA vs VLO
+33,997.0%
-32,535.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.9% | +1.3% | -1.4% |
| 7D | -0.1% | -8.7% | +8.6% | +2.3% |
| 30D | -9.1% | -16.2% | +7.1% | -4.7% |
| 3M | -28.2% | +16.2% | -44.3% | -31.7% |
| 6M | -23.1% | +39.8% | -62.9% | -31.5% |
| YTD | -20.6% | +119.0% | -139.5% | -38.9% |
| 1Y | -12.7% | +110.8% | -123.5% | -32.3% |
| 3Y | -11.6% | +201.7% | -213.2% | -40.0% |
| 5Y | -23.1% | +426.2% | -449.4% | -57.6% |
| 10Y | +34.4% | +790.3% | -755.9% | -36.9% |
| All | +1,462.0% | +33,997.0% | -32,535.0% | +188.8% |
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