+601.6%
VLO vs GEN
+22.3%
+579.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.7% | +6.0% | +3.7% |
| 7D | +5.8% | -0.7% | +6.5% | +5.8% |
| 30D | +28.3% | +2.6% | +25.7% | +27.7% |
| 3M | +48.7% | +15.8% | +33.0% | +44.8% |
| 6M | +71.9% | +33.1% | +38.8% | +62.8% |
| YTD | +138.7% | +11.3% | +127.4% | +133.5% |
| 1Y | +148.5% | +1.7% | +146.8% | +147.2% |
| 3Y | +192.7% | +58.1% | +134.5% | +169.6% |
| 5Y | +601.6% | +20.6% | +581.0% | +561.5% |
| All | +601.6% | +22.3% | +579.3% | +561.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling