+790.3%
VLO vs GEN
+152.9%
+637.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.9% |
| 7D | +9.6% | +2.0% | +7.6% | +9.2% |
| 30D | -17.4% | +27.7% | -45.1% | -21.3% |
| 3M | +10.8% | +3.3% | +7.5% | +9.3% |
| 6M | +56.9% | +31.8% | +25.1% | +47.2% |
| YTD | +136.8% | +13.5% | +123.3% | +127.5% |
| 1Y | +120.7% | +16.0% | +104.6% | +110.9% |
| 3Y | +231.9% | +70.6% | +161.3% | +191.1% |
| 5Y | +479.0% | +32.1% | +446.9% | +421.0% |
| All | +790.3% | +152.9% | +637.4% | +524.5% |
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 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