+99.9%
VLO vs GD
+8.1%
+91.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -2.0% |
| 7D | -9.5% | -1.9% | -7.6% | -9.2% |
| 30D | -19.1% | +10.9% | -30.1% | -20.5% |
| 3M | +11.4% | -6.8% | +18.1% | +12.8% |
| 6M | +46.7% | +7.0% | +39.7% | +44.4% |
| YTD | +118.6% | +11.1% | +107.5% | +104.8% |
| 1Y | +99.9% | +7.0% | +92.8% | +87.5% |
| All | +99.9% | +8.1% | +91.7% | +87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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