+120.6%
VLO vs BBY
+33.0%
+87.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +8.0% | -13.7% | -5.5% |
| 7D | -6.0% | +4.5% | -10.5% | -5.7% |
| 30D | -12.9% | +16.0% | -28.9% | -13.0% |
| 3M | +18.3% | +18.6% | -0.3% | +17.9% |
| 6M | +46.4% | +80.1% | -33.6% | +42.0% |
| YTD | +127.7% | +57.4% | +70.3% | +124.9% |
| 1Y | +120.6% | +34.5% | +86.1% | +116.0% |
| All | +120.6% | +33.0% | +87.6% | +116.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 1y: compounded portfolio wealth divided by compounded BBY 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…
1y analysis · Full analysis span regression · 6 months rolling