-9.3%
TEAM vs VLO
+216.6%
-225.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +0.3% |
| 7D | -17.2% | -6.5% | -10.7% | -16.3% |
| 30D | -25.1% | -17.8% | -7.3% | -22.9% |
| 3M | +3.9% | +19.6% | -15.7% | +0.2% |
| 6M | +69.1% | +49.3% | +19.8% | +55.6% |
| YTD | -4.5% | +122.4% | -126.9% | -21.0% |
| 1Y | -1.9% | +107.4% | -109.3% | -17.3% |
| 3Y | -9.3% | +223.1% | -232.4% | -33.1% |
| All | -9.3% | +216.6% | -225.9% | -33.1% |
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 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