+192.7%
VLO vs BEN
+56.8%
+135.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.2% | +3.5% | +3.3% |
| 7D | +5.8% | +4.7% | +1.1% | +4.7% |
| 30D | +28.3% | +2.6% | +25.7% | +27.6% |
| 3M | +48.7% | +11.5% | +37.2% | +44.7% |
| 6M | +71.9% | +35.3% | +36.6% | +58.5% |
| YTD | +138.7% | +48.6% | +90.0% | +113.2% |
| 1Y | +148.5% | +46.7% | +101.8% | +122.3% |
| 3Y | +192.7% | +57.0% | +135.6% | +142.5% |
| All | +192.7% | +56.8% | +135.8% | +142.5% |
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 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