-53.8%
TEAM vs VLO
+577.3%
-631.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +3.3% | -10.2% | -7.5% |
| 7D | -5.7% | +5.8% | -11.4% | -6.6% |
| 30D | +18.3% | +28.3% | -10.0% | +13.1% |
| 3M | +80.2% | +48.7% | +31.5% | +66.9% |
| 6M | +111.0% | +71.9% | +39.1% | +89.1% |
| YTD | +8.8% | +138.7% | -129.9% | -9.5% |
| 1Y | +2.2% | +148.5% | -146.3% | -15.9% |
| 3Y | -14.6% | +192.7% | -207.3% | -33.5% |
| 5Y | -53.8% | +601.6% | -655.4% | -61.8% |
| All | -53.8% | +577.3% | -631.1% | -61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling