+152.0%
GE vs VLO
+919.7%
-767.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.6% | -4.4% | -3.4% |
| 7D | -1.2% | +6.2% | -7.5% | -3.2% |
| 30D | -11.3% | +23.5% | -34.8% | -17.3% |
| 3M | -1.4% | +53.9% | -55.3% | -15.3% |
| 6M | +1.2% | +81.7% | -80.5% | -19.6% |
| YTD | +5.9% | +142.5% | -136.5% | -24.8% |
| 1Y | +18.4% | +145.4% | -127.0% | -16.8% |
| 3Y | +271.0% | +197.3% | +73.7% | +133.2% |
| 5Y | +417.9% | +614.6% | -196.7% | +109.3% |
| 10Y | +152.0% | +938.9% | -786.9% | -12.3% |
| All | +152.0% | +919.7% | -767.8% | -12.3% |
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