+33,533.0%
VLO vs BN
+15,687.7%
+17,845.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.9% |
| 7D | -13.3% | +5.3% | -18.7% | -15.8% |
| 30D | -18.3% | +11.9% | -30.2% | -23.0% |
| 3M | +14.3% | -5.7% | +20.1% | +16.3% |
| 6M | +47.6% | -10.6% | +58.2% | +52.5% |
| YTD | +116.0% | -9.4% | +125.3% | +117.9% |
| 1Y | +101.0% | -8.8% | +109.8% | +101.8% |
| 3Y | +199.0% | +95.6% | +103.4% | +102.2% |
| 5Y | +419.0% | +30.2% | +388.9% | +311.4% |
| 10Y | +778.2% | +277.0% | +501.2% | +340.6% |
| All | +33,533.0% | +15,687.7% | +17,845.2% | +7,780.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling