+3,850.2%
VLO vs BUD
+215.1%
+3,635.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.3% | +6.0% | +4.8% |
| 7D | -0.4% | +0.5% | -0.9% | -0.8% |
| 30D | -16.6% | +7.4% | -24.0% | -19.8% |
| 3M | +12.3% | +4.3% | +8.0% | +9.2% |
| 6M | +47.8% | +5.3% | +42.6% | +42.2% |
| YTD | +126.7% | +33.2% | +93.5% | +91.2% |
| 1Y | +105.4% | +31.8% | +73.6% | +73.9% |
| 3Y | +222.0% | +47.8% | +174.2% | +147.1% |
| 5Y | +449.8% | +50.2% | +399.7% | +302.6% |
| 10Y | +754.3% | -4.8% | +759.1% | +627.0% |
| All | +3,850.2% | +215.1% | +3,635.1% | +1,573.4% |
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