+145.4%
VLO vs GEHC
-16.2%
+161.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +1.2% |
| 7D | +6.2% | -7.6% | +13.9% | +4.8% |
| 30D | +23.5% | -10.7% | +34.1% | +21.2% |
| 3M | +53.9% | -1.2% | +55.1% | +53.9% |
| 6M | +81.7% | -13.7% | +95.4% | +80.6% |
| YTD | +142.5% | -20.4% | +162.9% | +141.4% |
| 1Y | +145.4% | -17.0% | +162.5% | +144.7% |
| All | +145.4% | -16.2% | +161.7% | +144.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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