+981.0%
VLO vs BND
+76.8%
+904.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +5.2% | -0.1% | +5.4% | +5.1% |
| 30D | +22.6% | -0.4% | +23.0% | +22.4% |
| 3M | +43.8% | -0.6% | +44.4% | +43.4% |
| 6M | +65.7% | -1.4% | +67.2% | +64.9% |
| YTD | +131.1% | -0.2% | +131.3% | +131.2% |
| 1Y | +143.6% | +1.3% | +142.4% | +145.5% |
| 3Y | +201.4% | +13.2% | +188.2% | +219.6% |
| 5Y | +568.9% | -1.6% | +570.5% | +561.5% |
| 10Y | +891.8% | +15.5% | +876.3% | +1,007.4% |
| All | +981.0% | +76.8% | +904.2% | +1,371.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling