+209.9%
BKNG vs VLO
+933.4%
-723.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | -10.7% | +4.0% | -14.6% | -11.8% |
| 30D | -18.1% | +19.0% | -37.1% | -22.5% |
| 3M | +8.5% | +50.0% | -41.5% | -5.1% |
| 6M | -0.1% | +79.1% | -79.2% | -18.6% |
| YTD | -18.2% | +140.3% | -158.5% | -40.0% |
| 1Y | -19.9% | +148.3% | -168.2% | -42.2% |
| 3Y | +41.6% | +194.6% | -153.0% | -7.4% |
| 5Y | +93.1% | +609.6% | -516.5% | -15.3% |
| All | +209.9% | +933.4% | -723.5% | +18.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling