+15.1%
TEAM vs VLO
+120.8%
-105.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.8% | +5.1% | -0.8% |
| 7D | -13.7% | -6.0% | -7.8% | -13.9% |
| 30D | -3.4% | -12.9% | +9.4% | -4.1% |
| 3M | +72.1% | +18.3% | +53.8% | +74.9% |
| 6M | +103.8% | +46.4% | +57.4% | +108.5% |
| YTD | +17.1% | +127.7% | -110.6% | +24.1% |
| 1Y | +15.1% | +120.6% | -105.5% | +22.1% |
| All | +15.1% | +120.8% | -105.7% | +22.1% |
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