+27.7%
BKR vs VLO
+152.2%
-124.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.0% |
| 7D | -7.0% | +5.3% | -12.3% | -8.4% |
| 30D | -8.1% | +18.2% | -26.4% | -12.6% |
| 3M | -6.6% | +53.3% | -60.0% | -18.1% |
| 6M | +0.9% | +70.4% | -69.6% | -14.9% |
| YTD | +31.1% | +143.4% | -112.3% | -6.0% |
| 1Y | +27.7% | +153.0% | -125.3% | -11.0% |
| All | +27.7% | +152.2% | -124.5% | -11.0% |
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