+218.2%
GLD vs VLO
+919.7%
-701.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.9% |
| 7D | +0.1% | +6.2% | -6.1% | +0.2% |
| 30D | +0.2% | +23.5% | -23.3% | +0.2% |
| 3M | +3.2% | +53.9% | -50.6% | +3.2% |
| 6M | -14.6% | +81.7% | -96.3% | -14.7% |
| YTD | +1.8% | +142.5% | -140.7% | +1.5% |
| 1Y | +20.7% | +145.4% | -124.7% | +20.5% |
| 3Y | +126.5% | +197.3% | -70.8% | +126.0% |
| 5Y | +140.0% | +614.6% | -474.5% | +142.7% |
| 10Y | +218.2% | +938.9% | -720.6% | +230.0% |
| All | +218.2% | +919.7% | -701.5% | +230.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling