+938.9%
VLO vs GEN
+150.6%
+788.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | +6.2% | -2.9% | +9.1% | +6.8% |
| 30D | +23.5% | +2.1% | +21.4% | +22.9% |
| 3M | +53.9% | +19.7% | +34.1% | +48.0% |
| 6M | +81.7% | +33.3% | +48.4% | +70.1% |
| YTD | +142.5% | +11.1% | +131.4% | +135.2% |
| 1Y | +145.4% | +3.0% | +142.4% | +141.7% |
| 3Y | +197.3% | +57.9% | +139.4% | +165.7% |
| 5Y | +614.6% | +20.6% | +594.0% | +558.7% |
| 10Y | +938.9% | +153.2% | +785.6% | +626.4% |
| All | +938.9% | +150.6% | +788.3% | +626.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling