+360.5%
BE vs VLO
+143.4%
+217.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.3% | +7.4% |
| 7D | +20.0% | +5.2% | +14.8% | +19.4% |
| 30D | +7.9% | +22.6% | -14.7% | +5.6% |
| 3M | -13.2% | +43.8% | -57.0% | -15.6% |
| 6M | +53.5% | +65.7% | -12.3% | +40.6% |
| YTD | +191.0% | +131.1% | +59.9% | +126.9% |
| 1Y | +360.5% | +143.6% | +216.9% | +290.4% |
| All | +360.5% | +143.4% | +217.2% | +290.4% |
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