+99.9%
VLO vs BN
-7.9%
+107.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.3% | -2.0% |
| 7D | -9.5% | +4.3% | -13.8% | -8.3% |
| 30D | -19.1% | +14.3% | -33.4% | -16.1% |
| 3M | +11.4% | -4.1% | +15.4% | +11.8% |
| 6M | +46.7% | -9.7% | +56.4% | +46.6% |
| YTD | +118.6% | -7.1% | +125.8% | +119.4% |
| 1Y | +99.9% | -7.4% | +107.3% | +101.0% |
| All | +99.9% | -7.9% | +107.8% | +101.0% |
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 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