+441.0%
TEAM vs VLO
+728.0%
-287.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.4% | -3.8% |
| 7D | -22.2% | -9.5% | -12.7% | -21.0% |
| 30D | -28.1% | -19.1% | -9.0% | -26.0% |
| 3M | -2.2% | +11.4% | -13.5% | -4.0% |
| 6M | +62.2% | +46.7% | +15.5% | +52.1% |
| YTD | -8.4% | +118.6% | -127.0% | -20.0% |
| 1Y | -6.6% | +99.9% | -106.5% | -17.3% |
| 3Y | -15.7% | +210.5% | -226.2% | -31.1% |
| 5Y | -65.7% | +432.7% | -498.4% | -74.1% |
| 10Y | +441.0% | +717.1% | -276.2% | +305.3% |
| All | +441.0% | +728.0% | -287.1% | +305.3% |
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