+37,066.7%
VLO vs BDX
+5,185.2%
+31,881.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.1% | +6.3% | +4.1% |
| 7D | +5.8% | -4.3% | +10.0% | +7.0% |
| 30D | +28.3% | +1.3% | +27.1% | +27.8% |
| 3M | +48.7% | +20.2% | +28.5% | +40.5% |
| 6M | +71.9% | +8.6% | +63.3% | +66.3% |
| YTD | +138.7% | +19.0% | +119.7% | +124.6% |
| 1Y | +148.5% | +21.2% | +127.3% | +132.1% |
| 3Y | +192.7% | -9.7% | +202.4% | +194.0% |
| 5Y | +601.6% | -3.4% | +605.0% | +580.9% |
| 10Y | +900.2% | +53.9% | +846.3% | +738.7% |
| All | +37,066.7% | +5,185.2% | +31,881.5% | +14,904.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling