+465.4%
BE vs VLO
+436.8%
+28.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.0% | +8.9% | +11.1% |
| 7D | -1.2% | -6.5% | +5.3% | +0.9% |
| 30D | -30.9% | -17.8% | -13.1% | -27.3% |
| 3M | -11.6% | +19.6% | -31.2% | -16.5% |
| 6M | -25.7% | +49.3% | -75.0% | -34.7% |
| YTD | +123.1% | +122.4% | +0.7% | +71.3% |
| 1Y | +43.4% | +107.4% | -64.1% | +12.6% |
| 3Y | +1,683.6% | +223.1% | +1,460.6% | +1,072.1% |
| 5Y | +465.4% | +432.2% | +33.2% | +214.6% |
| All | +465.4% | +436.8% | +28.7% | +214.6% |
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