+223.1%
VLO vs BEN
+77.1%
+145.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.3% | -3.4% | +1.8% |
| 7D | -6.5% | +12.2% | -18.7% | -8.5% |
| 30D | -17.8% | +12.1% | -29.8% | -19.6% |
| 3M | +19.6% | +7.3% | +12.3% | +17.9% |
| 6M | +49.3% | +17.9% | +31.4% | +43.5% |
| YTD | +122.4% | +55.4% | +67.0% | +97.1% |
| 1Y | +107.4% | +69.3% | +38.1% | +78.8% |
| 3Y | +223.1% | +82.8% | +140.2% | +163.2% |
| All | +223.1% | +77.1% | +145.9% | +163.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling