+754.3%
VLO vs JCI
+299.8%
+454.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.5% | +1.2% | +2.5% |
| 7D | -0.4% | +2.9% | -3.3% | -1.9% |
| 30D | -16.6% | -6.9% | -9.6% | -14.1% |
| 3M | +12.3% | -6.3% | +18.6% | +14.6% |
| 6M | +47.8% | +2.6% | +45.3% | +42.2% |
| YTD | +126.7% | +21.8% | +104.9% | +95.0% |
| 1Y | +105.4% | +19.6% | +85.7% | +78.1% |
| 3Y | +222.0% | +194.9% | +27.0% | +53.8% |
| 5Y | +449.8% | +108.1% | +341.7% | +217.3% |
| 10Y | +754.3% | +307.6% | +446.7% | +147.8% |
| All | +754.3% | +299.8% | +454.6% | +147.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 10y: compounded portfolio wealth divided by compounded JCI 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…
10y analysis · Full analysis span regression · 6 months rolling