+193.8%
VLO vs BTG
+99.9%
+94.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.6% |
| 7D | +6.2% | +2.4% | +3.8% | +6.2% |
| 30D | +23.5% | +9.5% | +14.0% | +23.2% |
| 3M | +53.9% | +38.5% | +15.4% | +52.4% |
| 6M | +81.7% | +5.6% | +76.0% | +82.3% |
| YTD | +142.5% | +23.9% | +118.5% | +139.2% |
| 1Y | +145.4% | +32.1% | +113.3% | +139.7% |
| All | +193.8% | +99.9% | +94.0% | +170.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling