+195.5%
VLO vs GEN
+61.9%
+133.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.4% |
| 7D | +5.2% | -1.2% | +6.4% | +5.4% |
| 30D | +22.6% | +10.1% | +12.5% | +20.6% |
| 3M | +43.8% | +16.1% | +27.7% | +39.9% |
| 6M | +65.7% | +38.9% | +26.9% | +55.7% |
| YTD | +131.1% | +14.4% | +116.7% | +126.4% |
| 1Y | +143.6% | +5.9% | +137.8% | +143.1% |
| All | +195.5% | +61.9% | +133.6% | +195.6% |
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