+911.5%
BE vs VLO
+374.3%
+537.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.3% | +7.3% |
| 7D | +20.0% | +5.2% | +14.8% | +17.4% |
| 30D | +7.9% | +22.6% | -14.7% | -1.4% |
| 3M | -13.2% | +43.8% | -57.0% | -26.7% |
| 6M | +53.5% | +65.7% | -12.3% | +19.4% |
| YTD | +191.0% | +131.1% | +59.9% | +94.4% |
| 1Y | +360.5% | +143.6% | +216.9% | +199.0% |
| 3Y | +1,568.0% | +201.4% | +1,366.6% | +837.7% |
| 5Y | +1,055.2% | +568.9% | +486.3% | +300.2% |
| All | +911.5% | +374.3% | +537.2% | +202.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling