+35,889.1%
VLO vs BEN
+4,913.3%
+30,975.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.5% | -3.5% | -1.4% |
| 7D | +5.2% | +0.2% | +5.0% | +5.0% |
| 30D | +22.6% | -0.5% | +23.1% | +22.7% |
| 3M | +43.8% | +9.7% | +34.0% | +37.9% |
| 6M | +65.7% | +33.9% | +31.8% | +45.3% |
| YTD | +131.1% | +49.0% | +82.1% | +93.8% |
| 1Y | +143.6% | +42.1% | +101.5% | +107.3% |
| 3Y | +201.4% | +51.9% | +149.5% | +142.8% |
| 5Y | +568.9% | +39.0% | +529.8% | +438.2% |
| 10Y | +891.8% | +57.9% | +833.9% | +644.0% |
| All | +35,889.1% | +4,913.3% | +30,975.8% | +14,270.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling