+601.6%
VLO vs BEN
+42.4%
+559.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.2% | +3.5% | +3.3% |
| 7D | +5.8% | +4.7% | +1.1% | +4.5% |
| 30D | +28.3% | +2.6% | +25.7% | +27.4% |
| 3M | +48.7% | +11.5% | +37.2% | +44.0% |
| 6M | +71.9% | +35.3% | +36.6% | +56.4% |
| YTD | +138.7% | +48.6% | +90.0% | +110.5% |
| 1Y | +148.5% | +46.7% | +101.8% | +119.5% |
| 3Y | +192.7% | +57.0% | +135.6% | +145.6% |
| 5Y | +601.6% | +41.8% | +559.8% | +491.0% |
| All | +601.6% | +42.4% | +559.3% | +491.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling