+463.6%
VLO vs BBAI
-76.8%
+540.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.3% | +3.6% | -1.7% |
| 7D | -9.5% | -8.3% | -1.2% | -9.5% |
| 30D | -19.1% | -2.9% | -16.2% | -19.1% |
| 3M | +11.4% | -28.2% | +39.5% | +11.5% |
| 6M | +46.7% | -44.5% | +91.2% | +47.1% |
| YTD | +118.6% | -57.0% | +175.7% | +119.3% |
| 1Y | +99.9% | -59.4% | +159.2% | +100.5% |
| 3Y | +210.5% | +48.7% | +161.8% | +209.0% |
| 5Y | +432.7% | -76.8% | +509.4% | +439.5% |
| All | +463.6% | -76.8% | +540.4% | +464.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling