+484.5%
VLO vs BBAI
-77.0%
+561.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +3.7% |
| 7D | -0.4% | -10.2% | +9.7% | -0.4% |
| 30D | -16.6% | 0.0% | -16.6% | -16.6% |
| 3M | +12.3% | -30.9% | +43.2% | +12.5% |
| 6M | +47.8% | -46.8% | +94.6% | +48.2% |
| YTD | +126.7% | -57.4% | +184.1% | +127.5% |
| 1Y | +105.4% | -62.0% | +167.4% | +106.1% |
| 3Y | +222.0% | +47.4% | +174.5% | +220.4% |
| 5Y | +449.8% | -77.0% | +526.8% | +456.9% |
| All | +484.5% | -77.0% | +561.5% | +485.6% |
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