+2,662.4%
DELL vs VLO
+790.8%
+1,871.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.3% | -8.5% | -7.6% |
| 7D | +4.9% | +9.6% | -4.8% | +2.0% |
| 30D | -32.1% | -17.4% | -14.7% | -28.0% |
| 3M | -30.2% | +10.8% | -41.0% | -32.7% |
| 6M | +41.7% | +56.9% | -15.2% | +22.0% |
| YTD | +176.6% | +136.8% | +39.8% | +105.6% |
| 1Y | +159.9% | +120.7% | +39.3% | +97.6% |
| 3Y | +388.0% | +231.9% | +156.1% | +219.5% |
| 5Y | +578.2% | +479.0% | +99.2% | +259.7% |
| All | +2,662.4% | +790.8% | +1,871.6% | +1,141.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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