+99.9%
VLO vs GEN
+18.5%
+81.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.7% |
| 7D | -9.5% | +1.0% | -10.5% | -9.5% |
| 30D | -19.1% | +29.1% | -48.2% | -19.2% |
| 3M | +11.4% | +2.9% | +8.4% | +11.8% |
| 6M | +46.7% | +33.6% | +13.1% | +45.9% |
| YTD | +118.6% | +12.0% | +106.6% | +119.7% |
| 1Y | +99.9% | +16.2% | +83.7% | +98.1% |
| All | +99.9% | +18.5% | +81.4% | +98.1% |
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