+148.3%
VLO vs GH
+172.3%
-24.0%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -1.0% |
| 7D | +4.0% | -1.2% | +5.2% | +3.9% |
| 30D | +19.0% | -3.7% | +22.7% | +18.8% |
| 3M | +50.0% | +21.7% | +28.3% | +51.5% |
| 6M | +79.1% | +75.7% | +3.4% | +85.9% |
| YTD | +140.3% | +55.7% | +84.6% | +148.9% |
| 1Y | +148.3% | +181.1% | -32.8% | +156.2% |
| All | +148.3% | +172.3% | -24.0% | +156.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 1y: compounded portfolio wealth divided by compounded GH 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…
1y analysis · Full analysis span regression · 6 months rolling