+40.1%
GILD vs VLO
+111.3%
-71.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.9% | -0.1% | -4.2% |
| 7D | +1.2% | -8.7% | +9.9% | +0.5% |
| 30D | +16.2% | -16.2% | +32.4% | +14.7% |
| 3M | +27.9% | +16.2% | +11.7% | +28.9% |
| 6M | +27.1% | +39.8% | -12.7% | +29.7% |
| YTD | +39.0% | +119.0% | -80.0% | +40.4% |
| 1Y | +40.1% | +110.8% | -70.7% | +42.4% |
| All | +40.1% | +111.3% | -71.3% | +42.4% |
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 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