+223.1%
VLO vs BB
+145.9%
+77.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.5% | -2.5% | +2.7% |
| 7D | -6.5% | +15.0% | -21.4% | -7.2% |
| 30D | -17.8% | +3.5% | -21.2% | -18.1% |
| 3M | +19.6% | +2.7% | +16.9% | +19.0% |
| 6M | +49.3% | +44.7% | +4.5% | +44.6% |
| YTD | +122.4% | +143.3% | -20.9% | +107.5% |
| 1Y | +107.4% | +102.2% | +5.3% | +96.1% |
| 3Y | +223.1% | +156.1% | +66.9% | +190.7% |
| All | +223.1% | +145.9% | +77.2% | +190.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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