+191.2%
VLO vs BLK
+63.3%
+127.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | +4.0% | -5.2% | +9.2% | +5.1% |
| 30D | +19.0% | -7.0% | +26.0% | +20.7% |
| 3M | +50.0% | +5.7% | +44.3% | +47.4% |
| 6M | +79.1% | +11.0% | +68.1% | +71.3% |
| YTD | +140.3% | +0.9% | +139.4% | +136.9% |
| 1Y | +148.3% | -1.6% | +149.9% | +146.9% |
| All | +191.2% | +63.3% | +127.9% | +132.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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