+802.8%
TEAM vs VLO
+695.3%
+107.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -0.4% | +5.2% | -5.6% | -1.3% |
| 30D | +67.3% | +22.6% | +44.7% | +61.7% |
| 3M | +86.8% | +43.8% | +43.0% | +75.4% |
| 6M | +146.8% | +65.7% | +81.1% | +125.6% |
| YTD | +16.9% | +131.1% | -114.2% | +0.4% |
| 1Y | +12.8% | +143.6% | -130.8% | -4.2% |
| 3Y | -7.3% | +201.4% | -208.7% | -24.9% |
| 5Y | -50.7% | +568.9% | -619.6% | -65.0% |
| 10Y | +529.8% | +891.8% | -362.0% | +284.0% |
| All | +802.8% | +695.3% | +107.5% | +495.7% |
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