+3,774.6%
VLO vs BUD
+218.9%
+3,555.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.6% | +2.4% |
| 7D | -6.5% | +1.3% | -7.8% | -7.2% |
| 30D | -17.8% | +10.0% | -27.8% | -21.8% |
| 3M | +19.6% | +1.6% | +18.0% | +17.7% |
| 6M | +49.3% | +6.5% | +42.8% | +42.9% |
| YTD | +122.4% | +34.8% | +87.5% | +86.7% |
| 1Y | +107.4% | +36.5% | +71.0% | +72.8% |
| 3Y | +223.1% | +49.0% | +174.1% | +147.2% |
| 5Y | +432.2% | +51.7% | +380.5% | +288.3% |
| 10Y | +743.6% | -7.5% | +751.2% | +629.7% |
| All | +3,774.6% | +218.9% | +3,555.7% | +1,533.6% |
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