+148.3%
VLO vs BTDR
-18.2%
+166.5%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.5% | +5.6% | -1.1% |
| 7D | +4.0% | -3.2% | +7.2% | +3.9% |
| 30D | +19.0% | +32.7% | -13.7% | +20.1% |
| 3M | +50.0% | -28.4% | +78.4% | +49.2% |
| 6M | +79.1% | +51.7% | +27.4% | +76.7% |
| YTD | +140.3% | +2.9% | +137.4% | +140.4% |
| 1Y | +148.3% | -15.5% | +163.8% | +152.6% |
| All | +148.3% | -18.2% | +166.5% | +152.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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