+443.6%
TEAM vs VLO
+790.8%
-347.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.7% |
| 7D | -2.4% | +9.6% | -12.0% | -3.7% |
| 30D | -26.7% | -17.4% | -9.3% | -24.7% |
| 3M | -9.6% | +10.8% | -20.4% | -11.3% |
| 6M | +86.0% | +56.9% | +29.1% | +72.7% |
| YTD | -7.5% | +136.8% | -144.3% | -20.2% |
| 1Y | -1.4% | +120.7% | -122.0% | -13.9% |
| 3Y | -14.3% | +231.9% | -246.2% | -30.7% |
| 5Y | -66.3% | +479.0% | -545.3% | -74.8% |
| All | +443.6% | +790.8% | -347.1% | +298.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling