+35,889.1%
VLO vs JCI
+2,331.5%
+33,557.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.5% |
| 7D | +5.2% | +3.8% | +1.4% | +4.1% |
| 30D | +22.6% | -5.7% | +28.3% | +24.5% |
| 3M | +43.8% | -1.4% | +45.2% | +43.7% |
| 6M | +65.7% | +4.1% | +61.6% | +62.2% |
| YTD | +131.1% | +21.7% | +109.4% | +116.2% |
| 1Y | +143.6% | +36.1% | +107.5% | +120.3% |
| 3Y | +201.4% | +154.4% | +46.9% | +126.3% |
| 5Y | +568.9% | +112.0% | +456.9% | +419.5% |
| 10Y | +891.8% | +322.2% | +569.6% | +545.4% |
| All | +35,889.1% | +2,331.5% | +33,557.6% | +13,232.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling