-8.4%
TEAM vs VLO
+199.9%
-208.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -0.4% | +5.2% | -5.6% | -1.4% |
| 30D | +67.3% | +22.6% | +44.7% | +61.0% |
| 3M | +86.8% | +43.8% | +43.0% | +73.6% |
| 6M | +146.8% | +65.7% | +81.1% | +121.2% |
| YTD | +16.9% | +131.1% | -114.2% | -4.3% |
| 1Y | +12.8% | +143.6% | -130.8% | -9.5% |
| All | -8.4% | +199.9% | -208.3% | -33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling