+420.0%
VLO vs GEN
+32.5%
+387.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.3% | -1.0% |
| 7D | -13.3% | +2.3% | -15.6% | -13.6% |
| 30D | -18.3% | +33.1% | -51.4% | -21.7% |
| 3M | +14.3% | +6.5% | +7.9% | +12.8% |
| 6M | +47.6% | +53.8% | -6.2% | +36.4% |
| YTD | +116.0% | +11.2% | +104.7% | +110.9% |
| 1Y | +101.0% | +19.4% | +81.6% | +93.5% |
| 3Y | +199.0% | +81.0% | +118.0% | +169.8% |
| All | +420.0% | +32.5% | +387.5% | +364.5% |
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