+193.8%
VLO vs BDX
-9.0%
+202.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.4% |
| 7D | +6.2% | -3.6% | +9.8% | +6.9% |
| 30D | +23.5% | +0.7% | +22.8% | +23.3% |
| 3M | +53.9% | +19.0% | +34.9% | +48.5% |
| 6M | +81.7% | +10.8% | +70.9% | +78.3% |
| YTD | +142.5% | +20.1% | +122.3% | +131.7% |
| 1Y | +145.4% | +23.1% | +122.4% | +132.5% |
| All | +193.8% | -9.0% | +202.8% | +202.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 3y: compounded portfolio wealth divided by compounded BDX 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…
3y analysis · Full analysis span regression · 6 months rolling