+153.0%
VLO vs TE
+149.2%
+3.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.3% |
| 7D | +5.3% | +0.2% | +5.1% | +5.3% |
| 30D | +18.2% | -5.9% | +24.2% | +18.2% |
| 3M | +53.3% | -45.6% | +98.9% | +53.5% |
| 6M | +70.4% | -43.4% | +113.8% | +70.7% |
| YTD | +143.4% | -31.0% | +174.4% | +142.9% |
| 1Y | +153.0% | +145.2% | +7.8% | +160.6% |
| All | +153.0% | +149.2% | +3.8% | +160.6% |
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