+473.2%
VLO vs BND
-1.7%
+475.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.2% |
| 7D | +9.6% | -1.4% | +11.1% | +8.6% |
| 30D | -17.4% | +0.6% | -18.0% | -17.1% |
| 3M | +10.8% | -1.6% | +12.4% | +9.7% |
| 6M | +56.9% | -1.5% | +58.5% | +55.6% |
| YTD | +136.8% | -1.5% | +138.2% | +135.0% |
| 1Y | +120.7% | -1.1% | +121.7% | +119.4% |
| 3Y | +231.9% | +13.6% | +218.3% | +250.5% |
| All | +473.2% | -1.7% | +475.0% | +340.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling