+911.8%
VLO vs BND
+15.0%
+896.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -1.0% |
| 7D | +4.0% | -0.9% | +4.9% | +3.8% |
| 30D | +19.0% | -1.0% | +19.9% | +18.8% |
| 3M | +50.0% | -1.2% | +51.2% | +49.7% |
| 6M | +79.1% | -2.0% | +81.1% | +78.8% |
| YTD | +140.3% | -1.2% | +141.4% | +139.8% |
| 1Y | +148.3% | -0.5% | +148.8% | +147.9% |
| 3Y | +194.6% | +12.4% | +182.2% | +193.2% |
| 5Y | +609.6% | -2.5% | +612.1% | +629.9% |
| All | +911.8% | +15.0% | +896.7% | +991.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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