+193.8%
VLO vs TE
-22.1%
+215.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +1.7% |
| 7D | +6.2% | +15.0% | -8.7% | +5.7% |
| 30D | +23.5% | -7.5% | +31.0% | +23.7% |
| 3M | +53.9% | -42.0% | +95.8% | +56.0% |
| 6M | +81.7% | -31.4% | +113.1% | +81.1% |
| YTD | +142.5% | -26.5% | +169.0% | +139.7% |
| 1Y | +145.4% | +153.1% | -7.7% | +124.5% |
| All | +193.8% | -22.1% | +215.9% | +156.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling