+32,991.5%
GILD vs VLO
+18,558.6%
+14,432.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.0% | -1.0% |
| 7D | -4.8% | +5.3% | -10.1% | -5.7% |
| 30D | +5.8% | +18.2% | -12.5% | +2.7% |
| 3M | +14.9% | +53.3% | -38.4% | +6.2% |
| 6M | -0.4% | +70.4% | -70.8% | -10.1% |
| YTD | +18.5% | +143.4% | -124.8% | -0.1% |
| 1Y | +25.1% | +153.0% | -127.9% | +4.5% |
| 3Y | +105.9% | +195.0% | -89.1% | +63.8% |
| 5Y | +143.0% | +618.8% | -475.8% | +57.7% |
| 10Y | +162.4% | +942.8% | -780.4% | +44.4% |
| All | +32,991.5% | +18,558.6% | +14,432.9% | +9,304.8% |
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