+1,251.0%
BE vs VLO
+577.3%
+673.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.3% | +6.4% | +8.7% |
| 7D | +29.8% | +5.8% | +24.0% | +27.8% |
| 30D | +26.4% | +28.3% | -2.0% | +17.6% |
| 3M | +9.3% | +48.7% | -39.4% | -3.0% |
| 6M | +105.1% | +71.9% | +33.2% | +71.5% |
| YTD | +219.0% | +138.7% | +80.4% | +139.2% |
| 1Y | +418.8% | +148.5% | +270.3% | +283.0% |
| 3Y | +1,784.6% | +192.7% | +1,591.9% | +1,171.2% |
| 5Y | +1,251.0% | +601.6% | +649.4% | +539.1% |
| All | +1,251.0% | +577.3% | +673.7% | +539.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling