-2.5%
TEAM vs VLO
+150.4%
-153.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.8% | +0.8% |
| 7D | -4.7% | +6.2% | -10.9% | -4.4% |
| 30D | +17.0% | +23.5% | -6.5% | +17.9% |
| 3M | +85.9% | +53.9% | +32.0% | +87.7% |
| 6M | +116.7% | +81.7% | +35.0% | +118.6% |
| YTD | +9.6% | +142.5% | -132.8% | +10.2% |
| 1Y | -2.5% | +145.4% | -148.0% | -2.1% |
| All | -2.5% | +150.4% | -153.0% | -2.1% |
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