+28.8%
BAC vs VLO
+149.2%
-120.4%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.3% | -3.7% | -0.5% |
| 7D | +1.2% | +5.8% | -4.6% | +1.0% |
| 30D | -0.7% | +28.3% | -29.1% | -1.2% |
| 3M | +16.9% | +48.7% | -31.8% | +15.8% |
| 6M | +29.6% | +71.9% | -42.3% | +26.3% |
| YTD | +15.3% | +138.7% | -123.4% | +6.7% |
| 1Y | +28.8% | +148.5% | -119.6% | +17.7% |
| All | +28.8% | +149.2% | -120.4% | +17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling