+637.6%
TEAM vs VLO
+665.3%
-27.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.6% |
| 6M | +69.1% | +49.3% | +19.8% | +57.2% |
| YTD | -4.5% | +122.4% | -126.9% | -17.7% |
| 1Y | -1.9% | +107.4% | -109.3% | -14.4% |
| 3Y | -9.3% | +223.1% | -232.4% | -27.6% |
| 5Y | -65.2% | +432.2% | -497.4% | -74.4% |
| 10Y | +467.0% | +743.6% | -276.7% | +263.2% |
| All | +637.6% | +665.3% | -27.7% | +388.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling