+35,889.1%
VLO vs GEN
+8,838.8%
+27,050.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.3% |
| 7D | +5.2% | -1.2% | +6.4% | +5.4% |
| 30D | +22.6% | +10.1% | +12.5% | +21.0% |
| 3M | +43.8% | +16.1% | +27.7% | +40.7% |
| 6M | +65.7% | +38.9% | +26.9% | +57.8% |
| YTD | +131.1% | +14.4% | +116.7% | +125.4% |
| 1Y | +143.6% | +5.9% | +137.8% | +139.9% |
| 3Y | +201.4% | +58.8% | +142.6% | +179.5% |
| 5Y | +568.9% | +24.7% | +544.2% | +532.8% |
| 10Y | +891.8% | +163.1% | +728.7% | +730.6% |
| All | +35,889.1% | +8,838.8% | +27,050.3% | +19,367.7% |
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