+1,642.5%
BMY vs VLO
+36,299.8%
-34,657.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.0% | -1.4% |
| 7D | -1.3% | +6.8% | -8.0% | -2.2% |
| 30D | +10.0% | -17.9% | +27.8% | +12.7% |
| 3M | -1.2% | +13.5% | -14.7% | -3.3% |
| 6M | +12.8% | +53.0% | -40.2% | +5.6% |
| YTD | +20.7% | +133.7% | -113.1% | +5.8% |
| 1Y | +32.6% | +115.7% | -83.0% | +17.5% |
| 3Y | +41.8% | +231.9% | -190.1% | +16.4% |
| 5Y | +29.0% | +471.6% | -442.6% | -4.4% |
| 10Y | +57.8% | +780.7% | -722.9% | +3.4% |
| All | +1,642.5% | +36,299.8% | -34,657.3% | +528.8% |
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