+199.0%
VLO vs GEN
+79.4%
+119.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.3% | -1.1% |
| 7D | -13.3% | +2.3% | -15.6% | -13.6% |
| 30D | -18.3% | +33.1% | -51.4% | -21.2% |
| 3M | +14.3% | +6.5% | +7.9% | +13.2% |
| 6M | +47.6% | +53.8% | -6.2% | +36.6% |
| YTD | +116.0% | +11.2% | +104.7% | +113.0% |
| 1Y | +101.0% | +19.4% | +81.6% | +94.9% |
| 3Y | +199.0% | +81.0% | +118.0% | +206.2% |
| All | +199.0% | +79.4% | +119.6% | +206.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling