+55.3%
BE vs VLO
+120.8%
-65.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.8% | -0.6% | -5.7% |
| 7D | -12.1% | -6.0% | -6.2% | -11.5% |
| 30D | -30.1% | -12.9% | -17.2% | -29.3% |
| 3M | -12.1% | +18.3% | -30.5% | -14.5% |
| 6M | -30.6% | +46.4% | -77.0% | -33.9% |
| YTD | +130.6% | +127.7% | +2.9% | +62.0% |
| 1Y | +55.3% | +120.6% | -65.3% | +9.0% |
| All | +55.3% | +120.8% | -65.5% | +9.0% |
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