+153.0%
VLO vs BR
-31.7%
+184.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | +5.3% | -3.0% | +8.3% | +5.1% |
| 30D | +18.2% | -0.3% | +18.5% | +18.2% |
| 3M | +53.3% | +17.3% | +36.0% | +55.9% |
| 6M | +70.4% | -6.7% | +77.1% | +67.2% |
| YTD | +143.4% | -23.4% | +166.8% | +134.6% |
| 1Y | +153.0% | -32.7% | +185.7% | +131.2% |
| All | +153.0% | -31.7% | +184.7% | +131.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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