+35,889.1%
VLO vs GSK
+1,705.8%
+34,183.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.6% |
| 7D | +5.2% | -1.8% | +7.0% | +5.8% |
| 30D | +22.6% | -2.2% | +24.8% | +23.2% |
| 3M | +43.8% | -1.8% | +45.6% | +43.9% |
| 6M | +65.7% | -10.6% | +76.4% | +69.4% |
| YTD | +131.1% | +4.4% | +126.7% | +124.5% |
| 1Y | +143.6% | +30.4% | +113.2% | +120.2% |
| 3Y | +201.4% | +60.1% | +141.3% | +150.1% |
| 5Y | +568.9% | +46.8% | +522.1% | +463.3% |
| 10Y | +891.8% | +79.2% | +812.6% | +686.0% |
| All | +35,889.1% | +1,705.8% | +34,183.3% | +18,118.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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