+120.6%
VLO vs GEN
+20.2%
+100.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +4.0% | -9.7% | -5.7% |
| 7D | -6.0% | +26.9% | -32.8% | -5.9% |
| 30D | -12.9% | +38.6% | -51.5% | -12.9% |
| 3M | +18.3% | +9.7% | +8.6% | +18.7% |
| 6M | +46.4% | +58.9% | -12.5% | +45.2% |
| YTD | +127.7% | +15.3% | +112.4% | +128.8% |
| 1Y | +120.6% | +21.8% | +98.8% | +119.2% |
| All | +120.6% | +20.2% | +100.5% | +119.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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