+103.3%
VLO vs BUD
+37.1%
+66.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.6% | +3.4% |
| 7D | -6.5% | +1.3% | -7.8% | -5.9% |
| 30D | -17.8% | +10.0% | -27.8% | -15.4% |
| 3M | +19.6% | +1.6% | +18.0% | +20.0% |
| 6M | +49.3% | +6.5% | +42.8% | +52.8% |
| YTD | +122.4% | +34.8% | +87.5% | +134.2% |
| All | +103.3% | +37.1% | +66.2% | +114.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling