+8,355.1%
VLO vs TECK
+2,171.4%
+6,183.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +5.2% | -0.3% | +5.6% | +5.3% |
| 30D | +22.6% | +4.6% | +18.0% | +20.7% |
| 3M | +43.8% | +2.8% | +40.9% | +40.8% |
| 6M | +65.7% | +24.9% | +40.8% | +50.2% |
| YTD | +131.1% | +44.7% | +86.4% | +98.7% |
| 1Y | +143.6% | +112.0% | +31.6% | +84.0% |
| 3Y | +201.4% | +67.6% | +133.8% | +137.5% |
| 5Y | +568.9% | +200.3% | +368.5% | +321.9% |
| 10Y | +891.8% | +358.2% | +533.6% | +389.5% |
| All | +8,355.1% | +2,171.4% | +6,183.7% | +2,432.9% |
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