+614.6%
VLO vs BBAI
-71.3%
+685.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +1.6% |
| 7D | +6.2% | -4.1% | +10.3% | +6.3% |
| 30D | +23.5% | -12.4% | +35.9% | +23.6% |
| 3M | +53.9% | -29.1% | +82.9% | +54.1% |
| 6M | +81.7% | -32.6% | +114.3% | +81.9% |
| YTD | +142.5% | -47.6% | +190.1% | +143.0% |
| 1Y | +145.4% | -41.0% | +186.5% | +145.8% |
| 3Y | +197.3% | +67.5% | +129.9% | +195.7% |
| 5Y | +614.6% | -71.3% | +685.9% | +629.7% |
| All | +614.6% | -71.3% | +685.9% | +629.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling