+9.7%
GE vs VLO
+117.8%
-108.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.6% |
| 7D | +2.7% | +9.6% | -7.0% | +5.0% |
| 30D | +8.1% | -17.4% | +25.5% | +3.3% |
| 3M | -7.9% | +10.8% | -18.6% | -4.7% |
| 6M | +12.9% | +56.9% | -44.0% | +29.4% |
| YTD | +8.2% | +136.8% | -128.6% | +25.0% |
| 1Y | +9.7% | +120.7% | -111.0% | +25.8% |
| All | +9.7% | +117.8% | -108.1% | +25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling