+189.2%
VLO vs BND
+13.6%
+175.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.4% | +3.2% |
| 7D | +5.8% | +0.1% | +5.6% | +5.9% |
| 30D | +28.3% | -0.4% | +28.7% | +28.0% |
| 3M | +48.7% | -0.2% | +49.0% | +48.6% |
| 6M | +71.9% | -1.2% | +73.1% | +71.2% |
| YTD | +138.7% | -0.3% | +139.0% | +138.3% |
| 1Y | +148.5% | +0.4% | +148.1% | +148.5% |
| All | +189.2% | +13.6% | +175.7% | +190.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling