+29.0%
BMY vs VLO
+471.6%
-442.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.0% | -1.1% |
| 7D | -1.3% | +6.8% | -8.0% | -1.7% |
| 30D | +10.0% | -17.9% | +27.8% | +11.2% |
| 3M | -1.2% | +13.5% | -14.7% | -2.3% |
| 6M | +12.8% | +53.0% | -40.2% | +8.9% |
| YTD | +20.7% | +133.7% | -113.1% | +11.9% |
| 1Y | +32.6% | +115.7% | -83.0% | +23.8% |
| 3Y | +41.8% | +231.9% | -190.1% | +25.7% |
| 5Y | +29.0% | +471.6% | -442.6% | +11.7% |
| All | +29.0% | +471.6% | -442.6% | +11.7% |
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