+37,066.7%
VLO vs BBY
+74,802.6%
-37,735.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.0% | +4.3% | +3.4% |
| 7D | +5.8% | +8.1% | -2.3% | +4.5% |
| 30D | +28.3% | +8.9% | +19.4% | +26.6% |
| 3M | +48.7% | +22.0% | +26.7% | +44.1% |
| 6M | +71.9% | +37.8% | +34.1% | +62.7% |
| YTD | +138.7% | +37.3% | +101.4% | +125.8% |
| 1Y | +148.5% | +21.6% | +126.9% | +138.8% |
| 3Y | +192.7% | +41.5% | +151.2% | +172.0% |
| 5Y | +601.6% | +1.2% | +600.4% | +571.8% |
| 10Y | +900.2% | +237.8% | +662.4% | +708.0% |
| All | +37,066.7% | +74,802.6% | -37,735.9% | +21,638.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling