+609.6%
VLO vs TEL
+50.4%
+559.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +4.0% | -2.3% | +6.3% | +4.6% |
| 30D | +19.0% | -6.1% | +25.1% | +21.0% |
| 3M | +50.0% | +1.7% | +48.3% | +48.3% |
| 6M | +79.1% | +1.6% | +77.5% | +73.5% |
| YTD | +140.3% | -9.1% | +149.3% | +140.5% |
| 1Y | +148.3% | -1.7% | +150.0% | +139.0% |
| 3Y | +194.6% | +67.3% | +127.3% | +120.0% |
| 5Y | +609.6% | +52.1% | +557.5% | +436.2% |
| All | +609.6% | +50.4% | +559.2% | +436.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling