+199.0%
VLO vs BUD
+49.3%
+149.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.5% |
| 7D | -13.3% | +4.5% | -17.8% | -13.0% |
| 30D | -18.3% | +12.5% | -30.8% | -17.7% |
| 3M | +14.3% | 0.0% | +14.4% | +14.4% |
| 6M | +47.6% | +3.8% | +43.8% | +48.1% |
| YTD | +116.0% | +33.1% | +82.9% | +116.0% |
| 1Y | +101.0% | +35.5% | +65.5% | +100.8% |
| 3Y | +199.0% | +49.4% | +149.6% | +190.9% |
| All | +199.0% | +49.3% | +149.7% | +190.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling