+143.6%
VLO vs BTG
+38.4%
+105.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | -0.1% |
| 7D | +5.2% | -0.9% | +6.1% | +5.2% |
| 30D | +22.6% | +36.8% | -14.2% | +24.2% |
| 3M | +43.8% | +23.1% | +20.7% | +45.8% |
| 6M | +65.7% | +3.5% | +62.3% | +69.9% |
| YTD | +131.1% | +25.5% | +105.6% | +132.5% |
| 1Y | +143.6% | +40.1% | +103.5% | +146.0% |
| All | +143.6% | +38.4% | +105.3% | +146.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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