+181.7%
VLO vs BIYA
-99.9%
+281.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.4% | +1.6% | +3.0% |
| 7D | -6.5% | -7.8% | +1.3% | -6.4% |
| 30D | -17.8% | -38.5% | +20.8% | -17.3% |
| 3M | +19.6% | -59.5% | +79.1% | +20.5% |
| 6M | +49.3% | -89.2% | +138.5% | +49.1% |
| YTD | +122.4% | -97.1% | +219.5% | +124.3% |
| 1Y | +107.4% | -99.0% | +206.5% | +116.4% |
| All | +181.7% | -99.9% | +281.5% | +195.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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