+2,895.1%
GE vs VLO
+33,946.5%
-31,051.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.1% |
| 7D | +5.4% | -9.5% | +14.9% | +8.0% |
| 30D | +9.6% | -19.1% | +28.8% | +15.0% |
| 3M | -7.7% | +11.4% | -19.1% | -11.0% |
| 6M | +14.0% | +46.7% | -32.7% | +1.6% |
| YTD | +10.2% | +118.6% | -108.5% | -12.9% |
| 1Y | +8.9% | +99.9% | -91.0% | -12.0% |
| 3Y | +273.7% | +210.5% | +63.2% | +162.8% |
| 5Y | +410.2% | +432.7% | -22.5% | +200.3% |
| 10Y | +157.4% | +717.1% | -559.7% | +30.1% |
| All | +2,895.1% | +33,946.5% | -31,051.5% | +639.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling