+938.9%
VLO vs JCI
+323.6%
+615.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.1% |
| 7D | +6.2% | +4.1% | +2.2% | +4.1% |
| 30D | +23.5% | -3.8% | +27.3% | +25.8% |
| 3M | +53.9% | -1.6% | +55.5% | +53.8% |
| 6M | +81.7% | +9.5% | +72.1% | +69.0% |
| YTD | +142.5% | +21.7% | +120.7% | +111.4% |
| 1Y | +145.4% | +37.1% | +108.3% | +98.4% |
| 3Y | +197.3% | +165.2% | +32.1% | +54.9% |
| 5Y | +614.6% | +110.3% | +504.3% | +314.8% |
| 10Y | +938.9% | +341.0% | +597.9% | +213.8% |
| All | +938.9% | +323.6% | +615.3% | +213.8% |
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