+2,883.5%
GE vs VLO
+35,889.1%
-33,005.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -1.6% | +5.2% | -6.8% | -2.9% |
| 30D | -11.6% | +22.6% | -34.2% | -16.1% |
| 3M | +3.0% | +43.8% | -40.8% | -6.7% |
| 6M | -0.5% | +65.7% | -66.3% | -14.3% |
| YTD | +9.7% | +131.1% | -121.4% | -13.7% |
| 1Y | +20.0% | +143.6% | -123.6% | -7.2% |
| 3Y | +275.8% | +201.4% | +74.5% | +168.3% |
| 5Y | +429.1% | +568.9% | -139.8% | +195.5% |
| 10Y | +151.2% | +891.8% | -740.6% | +22.3% |
| All | +2,883.5% | +35,889.1% | -33,005.6% | +633.0% |
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