+9,011.7%
VLO vs GPN
+2,449.8%
+6,561.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.7% | +4.3% | +2.7% |
| 7D | +6.2% | -6.2% | +12.5% | +8.9% |
| 30D | +23.5% | +1.0% | +22.5% | +22.6% |
| 3M | +53.9% | +36.9% | +17.0% | +33.6% |
| 6M | +81.7% | +16.8% | +64.9% | +65.8% |
| YTD | +142.5% | +13.2% | +129.2% | +121.6% |
| 1Y | +145.4% | +1.4% | +144.0% | +133.0% |
| 3Y | +197.3% | -28.6% | +226.0% | +215.6% |
| 5Y | +614.6% | -47.0% | +661.6% | +721.6% |
| 10Y | +938.9% | +25.2% | +913.7% | +753.1% |
| All | +9,011.7% | +2,449.8% | +6,561.9% | +3,774.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling