+12,041.7%
VLO vs BRKR
+172.5%
+11,869.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +5.3% | -8.7% | +14.0% | +6.7% |
| 30D | +18.2% | -9.9% | +28.1% | +19.9% |
| 3M | +53.3% | -3.1% | +56.4% | +52.4% |
| 6M | +70.4% | +45.5% | +24.9% | +56.9% |
| YTD | +143.4% | +13.7% | +129.7% | +132.5% |
| 1Y | +153.0% | +67.4% | +85.6% | +125.6% |
| 3Y | +195.0% | -13.2% | +208.2% | +184.5% |
| 5Y | +618.8% | -39.5% | +658.2% | +621.6% |
| 10Y | +942.8% | +153.5% | +789.3% | +738.0% |
| All | +12,041.7% | +172.5% | +11,869.2% | +8,870.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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