+120.6%
VLO vs B
+27.8%
+92.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +8.3% | -14.1% | -4.8% |
| 7D | -6.0% | +1.1% | -7.1% | -5.5% |
| 30D | -12.9% | +0.3% | -13.2% | -12.4% |
| 3M | +18.3% | +5.4% | +12.9% | +19.2% |
| 6M | +46.4% | +5.5% | +40.9% | +48.1% |
| YTD | +127.7% | -6.3% | +134.1% | +125.7% |
| 1Y | +120.6% | +29.4% | +91.3% | +97.1% |
| All | +120.6% | +27.8% | +92.9% | +97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 1y: compounded portfolio wealth divided by compounded B 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…
1y analysis · Full analysis span regression · 6 months rolling