+717.1%
VLO vs BBWI
-44.4%
+761.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | -9.5% | -4.2% | -5.3% | -8.8% |
| 30D | -19.1% | +24.9% | -44.0% | -23.0% |
| 3M | +11.4% | +13.2% | -1.9% | +7.6% |
| 6M | +46.7% | +12.1% | +34.6% | +40.3% |
| YTD | +118.6% | +11.1% | +107.5% | +105.5% |
| 1Y | +99.9% | +0.7% | +99.2% | +90.1% |
| 3Y | +210.5% | -23.8% | +234.2% | +201.3% |
| 5Y | +432.7% | -66.9% | +499.6% | +501.9% |
| 10Y | +717.1% | -45.3% | +762.5% | +488.8% |
| All | +717.1% | -44.4% | +761.5% | +488.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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