+120.6%
VLO vs BN
-3.9%
+124.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +6.1% | -11.8% | -4.0% |
| 7D | -6.0% | +12.0% | -17.9% | -2.7% |
| 30D | -12.9% | +17.0% | -29.9% | -8.9% |
| 3M | +18.3% | -3.2% | +21.6% | +19.3% |
| 6M | +46.4% | -3.9% | +50.3% | +47.9% |
| YTD | +127.7% | -5.6% | +133.3% | +130.1% |
| 1Y | +120.6% | -4.7% | +125.4% | +122.8% |
| All | +120.6% | -3.9% | +124.5% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling