+210.5%
VLO vs JCI
+191.7%
+18.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -9.5% | -5.9% | -3.7% | -8.4% |
| 30D | -19.1% | -10.4% | -8.8% | -17.5% |
| 3M | +11.4% | -6.1% | +17.4% | +12.3% |
| 6M | +46.7% | +1.7% | +45.0% | +44.6% |
| YTD | +118.6% | +18.9% | +99.8% | +104.3% |
| 1Y | +99.9% | +16.1% | +83.8% | +88.1% |
| 3Y | +210.5% | +187.8% | +22.6% | +126.3% |
| All | +210.5% | +191.7% | +18.8% | +126.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling