+37,658.8%
VLO vs BNY
+8,066.6%
+29,592.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | +6.2% | +0.3% | +6.0% | +6.1% |
| 30D | +23.5% | +1.9% | +21.6% | +22.5% |
| 3M | +53.9% | +13.9% | +40.0% | +45.8% |
| 6M | +81.7% | +42.3% | +39.4% | +57.4% |
| YTD | +142.5% | +41.8% | +100.6% | +109.9% |
| 1Y | +145.4% | +57.9% | +87.5% | +103.6% |
| 3Y | +197.3% | +290.7% | -93.4% | +73.6% |
| 5Y | +614.6% | +252.3% | +362.3% | +328.8% |
| 10Y | +938.9% | +412.8% | +526.1% | +456.0% |
| All | +37,658.8% | +8,066.6% | +29,592.2% | +10,355.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling