+938.9%
VLO vs BN
+257.9%
+680.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +2.7% |
| 7D | +6.2% | -3.0% | +9.2% | +8.0% |
| 30D | +23.5% | -13.0% | +36.5% | +33.4% |
| 3M | +53.9% | -15.2% | +69.1% | +67.9% |
| 6M | +81.7% | -5.9% | +87.6% | +82.2% |
| YTD | +142.5% | -15.8% | +158.2% | +157.7% |
| 1Y | +145.4% | -12.2% | +157.6% | +152.1% |
| 3Y | +197.3% | +72.2% | +125.1% | +82.9% |
| 5Y | +614.6% | +33.2% | +581.4% | +399.9% |
| 10Y | +938.9% | +264.7% | +674.2% | +292.0% |
| All | +938.9% | +257.9% | +680.9% | +292.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling