+8,562.9%
VLO vs TECK
+1,881.2%
+6,681.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.8% |
| 7D | +9.6% | -0.4% | +10.1% | +9.7% |
| 30D | -17.4% | -7.1% | -10.3% | -16.1% |
| 3M | +10.8% | -5.5% | +16.2% | +11.3% |
| 6M | +56.9% | -9.7% | +66.7% | +57.5% |
| YTD | +136.8% | +26.3% | +110.5% | +109.8% |
| 1Y | +120.7% | +44.4% | +76.3% | +87.0% |
| 3Y | +231.9% | +70.1% | +161.9% | +158.2% |
| 5Y | +479.0% | +125.8% | +353.2% | +296.3% |
| 10Y | +792.2% | +200.6% | +591.6% | +396.5% |
| All | +8,562.9% | +1,881.2% | +6,681.7% | +2,574.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 all: compounded portfolio wealth divided by compounded TECK 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…
all analysis · Full analysis span regression · 6 months rolling