+3,926.3%
VLO vs BUD
+201.1%
+3,725.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +5.2% | +0.3% | +4.9% | +5.1% |
| 30D | +22.6% | -5.7% | +28.3% | +25.8% |
| 3M | +43.8% | +3.1% | +40.7% | +40.9% |
| 6M | +65.7% | +7.9% | +57.9% | +57.0% |
| YTD | +131.1% | +27.3% | +103.8% | +100.6% |
| 1Y | +143.6% | +37.8% | +105.8% | +102.4% |
| 3Y | +201.4% | +49.8% | +151.5% | +129.6% |
| 5Y | +568.9% | +43.8% | +525.1% | +400.9% |
| 10Y | +891.8% | -22.6% | +914.4% | +843.9% |
| All | +3,926.3% | +201.1% | +3,725.2% | +1,655.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling