+143.6%
VLO vs TE
+132.3%
+11.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | 0.0% |
| 7D | +5.2% | -4.0% | +9.2% | +5.2% |
| 30D | +22.6% | -15.9% | +38.5% | +22.6% |
| 3M | +43.8% | -60.5% | +104.3% | +44.1% |
| 6M | +65.7% | -35.2% | +101.0% | +65.7% |
| YTD | +131.1% | -31.1% | +162.2% | +130.7% |
| 1Y | +143.6% | +148.6% | -5.0% | +151.5% |
| All | +143.6% | +132.3% | +11.3% | +151.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling