+519.4%
VLO vs BBAI
-71.8%
+591.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.9% |
| 7D | +4.0% | -5.4% | +9.3% | +4.0% |
| 30D | +19.0% | -15.3% | +34.3% | +19.1% |
| 3M | +50.0% | -29.9% | +79.8% | +50.2% |
| 6M | +79.1% | -30.7% | +109.8% | +79.4% |
| YTD | +140.3% | -47.8% | +188.0% | +140.9% |
| 1Y | +148.3% | -40.4% | +188.7% | +148.7% |
| 3Y | +194.6% | +66.9% | +127.8% | +192.9% |
| 5Y | +609.6% | -71.4% | +681.0% | +611.6% |
| All | +519.4% | -71.8% | +591.2% | +520.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling