+33,533.0%
VLO vs GEN
+8,588.0%
+24,945.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -21.5% |
| 3M | +14.3% | +6.5% | +7.9% | +12.7% |
| 6M | +47.6% | +53.8% | -6.2% | +38.2% |
| YTD | +116.0% | +11.2% | +104.7% | +110.2% |
| 1Y | +101.0% | +19.4% | +81.6% | +93.8% |
| 3Y | +199.0% | +81.0% | +118.0% | +171.2% |
| 5Y | +419.0% | +33.4% | +385.6% | +384.1% |
| 10Y | +778.2% | +164.3% | +613.9% | +631.3% |
| All | +33,533.0% | +8,588.0% | +24,945.0% | +18,059.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling