+202.4%
VLO vs BIL
+14.1%
+188.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | +0.2% |
| 7D | +5.2% | +0.1% | +5.1% | +5.6% |
| 30D | +22.6% | +0.3% | +22.3% | +24.4% |
| 3M | +43.8% | +0.9% | +42.8% | +48.5% |
| 6M | +65.7% | +1.8% | +63.9% | +75.9% |
| YTD | +131.1% | +2.4% | +128.7% | +149.9% |
| 1Y | +143.6% | +3.7% | +139.9% | +172.2% |
| All | +202.4% | +14.1% | +188.3% | +194.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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