+8,332.0%
VLO vs BNS
+1,476.3%
+6,855.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.0% | +4.3% | +4.1% |
| 7D | +5.8% | +1.8% | +4.0% | +4.3% |
| 30D | +28.3% | +4.5% | +23.8% | +23.5% |
| 3M | +48.7% | +15.8% | +33.0% | +31.8% |
| 6M | +71.9% | +31.5% | +40.4% | +36.5% |
| YTD | +138.7% | +28.6% | +110.1% | +92.2% |
| 1Y | +148.5% | +48.2% | +100.3% | +78.9% |
| 3Y | +192.7% | +130.8% | +61.9% | +44.9% |
| 5Y | +601.6% | +94.9% | +506.7% | +292.4% |
| 10Y | +900.2% | +179.6% | +720.6% | +339.2% |
| All | +8,332.0% | +1,476.3% | +6,855.8% | +1,230.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BNS 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling