+120.7%
VLO vs GEN
+14.8%
+105.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +1.3% |
| 7D | +9.6% | +2.0% | +7.6% | +9.7% |
| 30D | -17.4% | +27.7% | -45.1% | -17.3% |
| 3M | +10.8% | +3.3% | +7.5% | +11.2% |
| 6M | +56.9% | +31.8% | +25.1% | +56.3% |
| YTD | +136.8% | +13.5% | +123.3% | +136.5% |
| 1Y | +120.7% | +16.0% | +104.6% | +118.8% |
| All | +120.7% | +14.8% | +105.8% | +118.8% |
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