+911.8%
VLO vs BEN
+56.7%
+855.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.2% |
| 7D | +4.0% | +0.3% | +3.6% | +3.7% |
| 30D | +19.0% | +0.9% | +18.1% | +18.3% |
| 3M | +50.0% | +9.2% | +40.8% | +42.6% |
| 6M | +79.1% | +36.8% | +42.4% | +49.5% |
| YTD | +140.3% | +44.4% | +95.9% | +94.2% |
| 1Y | +148.3% | +45.8% | +102.5% | +98.6% |
| 3Y | +194.6% | +52.5% | +142.1% | +119.7% |
| 5Y | +609.6% | +37.7% | +571.9% | +425.0% |
| All | +911.8% | +56.7% | +855.1% | +485.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling