-58.8%
BSX vs VLO
+152.2%
-211.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.2% |
| 7D | -10.1% | +5.3% | -15.4% | -9.8% |
| 30D | -16.4% | +18.2% | -34.6% | -15.6% |
| 3M | -8.9% | +53.3% | -62.2% | -6.3% |
| 6M | -38.3% | +70.4% | -108.7% | -35.7% |
| YTD | -54.9% | +143.4% | -198.3% | -52.7% |
| 1Y | -58.8% | +153.0% | -211.8% | -56.9% |
| All | -58.8% | +152.2% | -211.0% | -56.9% |
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