+143.6%
VLO vs GEN
+5.4%
+138.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.1% |
| 7D | +5.2% | -1.2% | +6.4% | +5.2% |
| 30D | +22.6% | +10.1% | +12.5% | +22.2% |
| 3M | +43.8% | +16.1% | +27.7% | +42.9% |
| 6M | +65.7% | +38.9% | +26.9% | +64.6% |
| YTD | +131.1% | +14.4% | +116.7% | +131.0% |
| 1Y | +143.6% | +5.9% | +137.8% | +140.5% |
| All | +143.6% | +5.4% | +138.2% | +140.5% |
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