+210.5%
VLO vs IBN
+57.6%
+152.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -2.9% | -1.6% |
| 7D | -9.5% | +15.8% | -25.3% | -8.3% |
| 30D | -19.1% | +25.1% | -44.2% | -17.6% |
| 3M | +11.4% | +16.0% | -4.6% | +13.0% |
| 6M | +46.7% | +32.8% | +14.0% | +50.0% |
| YTD | +118.6% | +18.0% | +100.6% | +125.0% |
| 1Y | +99.9% | +15.9% | +84.0% | +106.1% |
| 3Y | +210.5% | +57.6% | +152.8% | +209.6% |
| All | +210.5% | +57.6% | +152.9% | +209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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