+473.2%
VLO vs BIL
+20.3%
+453.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.5% |
| 7D | +9.6% | +0.1% | +9.6% | +10.0% |
| 30D | -17.4% | +0.3% | -17.7% | -15.9% |
| 3M | +10.8% | +1.0% | +9.8% | +16.4% |
| 6M | +56.9% | +1.9% | +55.1% | +72.4% |
| YTD | +136.8% | +3.2% | +133.6% | +178.1% |
| 1Y | +120.7% | +3.7% | +117.0% | +166.1% |
| 3Y | +231.9% | +13.8% | +218.1% | +575.2% |
| All | +473.2% | +20.3% | +453.0% | +1,546.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling