-53.6%
BSX vs VLO
+120.8%
-174.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -5.8% | +11.1% | +4.5% |
| 7D | +8.0% | -6.0% | +13.9% | +7.1% |
| 30D | +8.1% | -12.9% | +20.9% | +6.3% |
| 3M | -6.7% | +18.3% | -25.0% | -5.8% |
| 6M | -19.4% | +46.4% | -65.8% | -17.0% |
| YTD | -51.9% | +127.7% | -179.7% | -48.7% |
| 1Y | -53.6% | +120.6% | -174.3% | -50.5% |
| All | -53.6% | +120.8% | -174.4% | -50.5% |
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