+588.7%
VLO vs GPN
-44.7%
+633.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +5.3% | -4.6% | +9.9% | +6.3% |
| 30D | +18.2% | -0.3% | +18.5% | +18.1% |
| 3M | +53.3% | +35.4% | +17.9% | +42.5% |
| 6M | +70.4% | +21.7% | +48.8% | +61.1% |
| YTD | +143.4% | +14.9% | +128.5% | +132.3% |
| 1Y | +153.0% | +3.2% | +149.8% | +147.7% |
| 3Y | +195.0% | -27.1% | +222.1% | +211.4% |
| All | +588.7% | -44.7% | +633.3% | +700.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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