+115.7%
VLO vs TE
-55.7%
+171.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -7.5% | +10.6% | +3.1% |
| 7D | +6.8% | -13.6% | +20.3% | +6.7% |
| 30D | -17.9% | -37.7% | +19.8% | -17.7% |
| 3M | +13.5% | -59.8% | +73.3% | +14.0% |
| 6M | +53.0% | -66.3% | +119.4% | +52.8% |
| YTD | +133.7% | -70.5% | +204.2% | +132.5% |
| 1Y | +115.7% | -48.8% | +164.5% | +108.1% |
| All | +115.7% | -55.7% | +171.4% | +108.1% |
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