+158.6%
GE vs VLO
+749.3%
-590.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.7% | -2.3% | +0.3% |
| 7D | +4.0% | -0.4% | +4.5% | +4.2% |
| 30D | +11.1% | -16.6% | +27.6% | +16.9% |
| 3M | -6.7% | +12.3% | -19.0% | -11.4% |
| 6M | +14.3% | +47.8% | -33.6% | -2.2% |
| YTD | +11.7% | +126.7% | -115.0% | -20.1% |
| 1Y | +10.9% | +105.4% | -94.5% | -17.9% |
| 3Y | +279.0% | +222.0% | +57.0% | +127.0% |
| 5Y | +427.0% | +449.8% | -22.8% | +133.5% |
| 10Y | +158.6% | +754.3% | -595.8% | -7.4% |
| All | +158.6% | +749.3% | -590.7% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 10y: compounded portfolio wealth divided by compounded VLO 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…
10y analysis · Full analysis span regression · 6 months rolling