+193.8%
VLO vs TEL
+65.7%
+128.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.7% | +1.6% |
| 7D | +6.2% | +1.2% | +5.0% | +6.0% |
| 30D | +23.5% | -4.1% | +27.6% | +24.4% |
| 3M | +53.9% | -2.6% | +56.4% | +54.0% |
| 6M | +81.7% | 0.0% | +81.7% | +77.4% |
| YTD | +142.5% | -9.1% | +151.5% | +142.5% |
| 1Y | +145.4% | -0.8% | +146.3% | +133.9% |
| All | +193.8% | +65.7% | +128.1% | +111.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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