+717.1%
VLO vs GEN
+151.0%
+566.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.8% |
| 7D | -9.5% | +1.0% | -10.5% | -9.7% |
| 30D | -19.1% | +29.1% | -48.2% | -23.1% |
| 3M | +11.4% | +2.9% | +8.4% | +10.0% |
| 6M | +46.7% | +33.6% | +13.1% | +37.1% |
| YTD | +118.6% | +12.0% | +106.6% | +110.6% |
| 1Y | +99.9% | +16.2% | +83.7% | +91.0% |
| 3Y | +210.5% | +65.1% | +145.4% | +174.0% |
| 5Y | +432.7% | +33.3% | +399.4% | +378.2% |
| 10Y | +717.1% | +149.7% | +567.5% | +482.7% |
| All | +717.1% | +151.0% | +566.2% | +482.7% |
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