+33,997.0%
VLO vs GD
+20,112.4%
+13,884.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.3% | -1.5% | -2.8% |
| 7D | -8.7% | -3.9% | -4.8% | -7.0% |
| 30D | -16.2% | +8.1% | -24.3% | -19.1% |
| 3M | +16.2% | -6.8% | +22.9% | +19.6% |
| 6M | +39.8% | +3.0% | +36.8% | +37.1% |
| YTD | +119.0% | +7.8% | +111.2% | +109.6% |
| 1Y | +110.8% | +5.8% | +105.0% | +103.2% |
| 3Y | +201.7% | +55.3% | +146.4% | +143.8% |
| 5Y | +426.2% | +96.7% | +329.5% | +282.3% |
| 10Y | +790.3% | +195.4% | +594.9% | +465.9% |
| All | +33,997.0% | +20,112.4% | +13,884.7% | +13,053.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling