+43.9%
GEV vs VLO
+144.1%
-100.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -1.9% | -2.9% |
| 7D | -1.9% | +4.0% | -5.9% | -1.8% |
| 30D | -8.7% | +19.0% | -27.7% | -8.0% |
| 3M | +6.6% | +50.0% | -43.4% | +9.6% |
| 6M | +10.2% | +79.1% | -68.9% | +12.5% |
| YTD | +41.6% | +140.3% | -98.6% | +36.4% |
| 1Y | +43.9% | +148.3% | -104.4% | +35.3% |
| All | +43.9% | +144.1% | -100.2% | +35.3% |
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 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