+389.6%
BE vs VLO
+150.4%
+239.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.6% | -4.5% | -3.0% |
| 7D | +23.9% | +6.2% | +17.7% | +23.1% |
| 30D | +27.8% | +23.5% | +4.3% | +25.0% |
| 3M | +3.7% | +53.9% | -50.1% | +0.1% |
| 6M | +78.0% | +81.7% | -3.7% | +59.4% |
| YTD | +209.9% | +142.5% | +67.4% | +141.3% |
| 1Y | +389.6% | +145.4% | +244.2% | +292.8% |
| All | +389.6% | +150.4% | +239.2% | +292.8% |
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 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