+143.6%
VLO vs BNY
+59.6%
+84.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | +5.2% | +1.4% | +3.8% | +5.0% |
| 30D | +22.6% | +3.8% | +18.8% | +22.1% |
| 3M | +43.8% | +14.9% | +28.9% | +40.5% |
| 6M | +65.7% | +40.3% | +25.4% | +53.5% |
| YTD | +131.1% | +43.8% | +87.3% | +108.9% |
| 1Y | +143.6% | +58.9% | +84.8% | +112.7% |
| All | +143.6% | +59.6% | +84.1% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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