+157.4%
GE vs VLO
+728.0%
-570.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.2% |
| 7D | +5.4% | -9.5% | +14.9% | +8.7% |
| 30D | +9.6% | -19.1% | +28.8% | +16.5% |
| 3M | -7.7% | +11.4% | -19.1% | -12.2% |
| 6M | +14.0% | +46.7% | -32.7% | -2.3% |
| YTD | +10.2% | +118.6% | -108.5% | -20.3% |
| 1Y | +8.9% | +99.9% | -91.0% | -18.7% |
| 3Y | +273.7% | +210.5% | +63.2% | +126.4% |
| 5Y | +410.2% | +432.7% | -22.5% | +128.3% |
| 10Y | +157.4% | +717.1% | -559.7% | -6.5% |
| All | +157.4% | +728.0% | -570.6% | -6.5% |
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