+609.6%
VLO vs BTG
+75.0%
+534.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.0% | -0.6% |
| 7D | +4.0% | -5.5% | +9.4% | +4.5% |
| 30D | +19.0% | +6.1% | +12.9% | +18.1% |
| 3M | +50.0% | +38.6% | +11.3% | +44.0% |
| 6M | +79.1% | +0.7% | +78.5% | +78.0% |
| YTD | +140.3% | +20.3% | +119.9% | +130.3% |
| 1Y | +148.3% | +25.0% | +123.3% | +134.5% |
| 3Y | +194.6% | +97.3% | +97.3% | +145.8% |
| 5Y | +609.6% | +78.3% | +531.3% | +505.1% |
| All | +609.6% | +75.0% | +534.6% | +505.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling