+192.7%
VLO vs BB
+68.2%
+124.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.2% | +1.1% | +3.1% |
| 7D | +5.8% | +0.5% | +5.3% | +5.7% |
| 30D | +28.3% | -12.4% | +40.7% | +29.5% |
| 3M | +48.7% | -15.3% | +64.0% | +49.8% |
| 6M | +71.9% | +128.8% | -56.9% | +60.9% |
| YTD | +138.7% | +107.7% | +31.0% | +125.0% |
| 1Y | +148.5% | +103.9% | +44.6% | +134.1% |
| 3Y | +192.7% | +72.6% | +120.1% | +173.9% |
| All | +192.7% | +68.2% | +124.5% | +173.9% |
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