+199.0%
VLO vs BN
+90.6%
+108.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.2% |
| 7D | -13.3% | +5.3% | -18.7% | -14.3% |
| 30D | -18.3% | +11.9% | -30.2% | -20.3% |
| 3M | +14.3% | -5.7% | +20.1% | +15.8% |
| 6M | +47.6% | -10.6% | +58.2% | +50.9% |
| YTD | +116.0% | -9.4% | +125.3% | +118.4% |
| 1Y | +101.0% | -8.8% | +109.8% | +102.4% |
| 3Y | +199.0% | +95.6% | +103.4% | +134.5% |
| All | +199.0% | +90.6% | +108.4% | +134.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling