+281.8%
GE vs VLO
+200.7%
+81.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.3% | -3.9% | -0.9% |
| 7D | +1.2% | +5.8% | -4.6% | +0.7% |
| 30D | -9.5% | +28.3% | -37.8% | -11.2% |
| 3M | +4.1% | +48.7% | -44.6% | +0.6% |
| 6M | +3.9% | +71.9% | -68.0% | -2.6% |
| YTD | +9.0% | +138.7% | -129.6% | -5.2% |
| 1Y | +21.9% | +148.5% | -126.5% | +4.6% |
| 3Y | +281.8% | +192.7% | +89.1% | +214.4% |
| All | +281.8% | +200.7% | +81.1% | +214.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling