+192.7%
VLO vs BBAI
+79.7%
+113.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | +5.8% | -1.0% | +6.8% | +5.8% |
| 30D | +28.3% | -10.7% | +39.0% | +28.6% |
| 3M | +48.7% | -32.3% | +81.0% | +49.8% |
| 6M | +71.9% | -31.3% | +103.2% | +72.9% |
| YTD | +138.7% | -45.9% | +184.6% | +141.0% |
| 1Y | +148.5% | -40.0% | +188.5% | +149.6% |
| 3Y | +192.7% | +72.8% | +119.9% | +170.1% |
| All | +192.7% | +79.7% | +113.0% | +170.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling