+231.9%
VLO vs TEL
+79.6%
+152.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.4% |
| 7D | +9.6% | +4.5% | +5.1% | +8.8% |
| 30D | -17.4% | +2.9% | -20.3% | -18.0% |
| 3M | +10.8% | +1.1% | +9.6% | +10.1% |
| 6M | +56.9% | +5.0% | +52.0% | +54.1% |
| YTD | +136.8% | -3.9% | +140.7% | +133.6% |
| 1Y | +120.7% | -7.4% | +128.1% | +121.3% |
| 3Y | +231.9% | +81.0% | +150.9% | +131.1% |
| All | +231.9% | +79.6% | +152.3% | +131.1% |
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