+145.4%
VLO vs GEN
+0.6%
+144.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | +6.2% | -2.9% | +9.1% | +6.3% |
| 30D | +23.5% | +2.1% | +21.4% | +23.4% |
| 3M | +53.9% | +19.7% | +34.1% | +52.5% |
| 6M | +81.7% | +33.3% | +48.4% | +80.6% |
| YTD | +142.5% | +11.1% | +131.4% | +143.1% |
| 1Y | +145.4% | +3.0% | +142.4% | +147.2% |
| All | +145.4% | +0.6% | +144.8% | +147.2% |
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