+153.0%
VLO vs BNS
+49.3%
+103.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.4% |
| 7D | +5.3% | -0.4% | +5.7% | +5.2% |
| 30D | +18.2% | +3.5% | +14.8% | +19.2% |
| 3M | +53.3% | +14.1% | +39.3% | +58.8% |
| 6M | +70.4% | +33.8% | +36.7% | +81.2% |
| YTD | +143.4% | +29.5% | +113.9% | +160.3% |
| 1Y | +153.0% | +48.4% | +104.6% | +159.3% |
| All | +153.0% | +49.3% | +103.7% | +159.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling