+153.0%
VLO vs BBY
+24.8%
+128.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.1% | -1.8% | +1.1% |
| 7D | +5.3% | +0.6% | +4.7% | +5.3% |
| 30D | +18.2% | +9.4% | +8.8% | +17.5% |
| 3M | +53.3% | +19.3% | +34.0% | +51.3% |
| 6M | +70.4% | +47.9% | +22.5% | +64.5% |
| YTD | +143.4% | +39.6% | +103.8% | +137.4% |
| 1Y | +153.0% | +22.2% | +130.8% | +147.2% |
| All | +153.0% | +24.8% | +128.2% | +147.2% |
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