+148.5%
VLO vs BUD
+35.5%
+113.0%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.0% | +3.0% |
| 7D | +5.8% | +0.8% | +5.0% | +6.0% |
| 30D | +28.3% | -4.8% | +33.2% | +26.5% |
| 3M | +48.7% | +1.4% | +47.4% | +50.2% |
| 6M | +71.9% | +9.9% | +62.0% | +80.5% |
| YTD | +138.7% | +26.3% | +112.3% | +154.4% |
| 1Y | +148.5% | +36.1% | +112.3% | +172.1% |
| All | +148.5% | +35.5% | +113.0% | +172.1% |
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