+790.3%
VLO vs BUD
-2.1%
+792.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.8% |
| 7D | +9.6% | +1.0% | +8.6% | +9.1% |
| 30D | -17.4% | +6.7% | -24.1% | -20.1% |
| 3M | +10.8% | +5.7% | +5.1% | +7.3% |
| 6M | +56.9% | +5.8% | +51.1% | +51.1% |
| YTD | +136.8% | +34.4% | +102.4% | +100.8% |
| 1Y | +120.7% | +33.3% | +87.4% | +87.6% |
| 3Y | +231.9% | +48.8% | +183.1% | +156.5% |
| 5Y | +479.0% | +52.5% | +426.5% | +323.5% |
| All | +790.3% | -2.1% | +792.4% | +517.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling