+560.5%
VLO vs BUD
+46.3%
+514.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +5.2% | +0.3% | +4.9% | +5.2% |
| 30D | +22.6% | -5.7% | +28.3% | +23.5% |
| 3M | +43.8% | +3.1% | +40.7% | +43.0% |
| 6M | +65.7% | +7.9% | +57.9% | +63.5% |
| YTD | +131.1% | +27.3% | +103.8% | +120.3% |
| 1Y | +143.6% | +37.8% | +105.8% | +128.2% |
| 3Y | +201.4% | +49.8% | +151.5% | +171.4% |
| All | +560.5% | +46.3% | +514.2% | +512.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling