+120.6%
VLO vs BEN
+56.2%
+64.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +4.7% | -10.4% | -5.0% |
| 7D | -6.0% | +6.7% | -12.7% | -4.9% |
| 30D | -12.9% | +3.0% | -15.9% | -12.2% |
| 3M | +18.3% | -4.3% | +22.7% | +18.4% |
| 6M | +46.4% | +16.4% | +30.1% | +49.1% |
| YTD | +127.7% | +46.8% | +81.0% | +126.9% |
| 1Y | +120.6% | +57.3% | +63.3% | +114.5% |
| All | +120.6% | +56.2% | +64.4% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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