+173.2%
BKR vs VLO
+599.8%
-426.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -6.2% |
| 7D | -6.7% | +4.0% | -10.6% | -8.5% |
| 30D | -8.3% | +19.0% | -27.3% | -16.1% |
| 3M | -5.4% | +50.0% | -55.4% | -23.3% |
| 6M | +0.8% | +79.1% | -78.3% | -26.4% |
| YTD | +31.8% | +140.3% | -108.4% | -18.6% |
| 1Y | +28.6% | +148.3% | -119.8% | -22.4% |
| 3Y | +71.2% | +194.6% | -123.4% | -9.6% |
| All | +173.2% | +599.8% | -426.6% | -19.7% |
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